> For the complete documentation index, see [llms.txt](https://docs.gethyperscale.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.gethyperscale.com/connect-accounts/crm-integrations.md). # CRM Integrations ## CRM Integrations Automatically sync your enriched leads to HubSpot or Close.io CRM systems. ### Overview Hyperscale integrates with popular CRM platforms to automatically create and update contacts and companies as you find and enrich leads. No manual CSV exports or imports needed. ### Supported CRMs #### HubSpot ✅ Contacts sync ✅ Companies sync ✅ Notes with enrichment data ✅ Company deduplication ✅ OAuth connection #### Close.io ✅ Leads sync ✅ Companies sync ✅ Notes with profile data ✅ OAuth connection ### How It Works 1. **Connect your CRM** in Account Settings 2. **Complete a search** with verified leads 3. **Automatic sync** when search completes 4. **View synced data** in your CRM All enriched data is automatically pushed to your CRM. *** ## HubSpot Integration ### Connecting HubSpot 1. Go to **Account Settings** → **Connected Accounts** 2. Click **Connect HubSpot** 3. Sign in to your HubSpot account 4. Authorize Hyperscale to connect with your CRM 5. Connection complete! ### What Gets Synced #### Contact Data When a lead is verified, Hyperscale creates or updates a HubSpot contact with: **Core Information:** * Name * Verified business email address * Phone number (if requested) **Professional Information:** * Relevant publicly available details * Company association * Contact information #### Company Data For each unique company, Hyperscale creates or updates: **Company Information:** * Company name and website * Publicly available company details **Additional Information** (added as notes): * Publicly available company data * Business intelligence * Company background ### Company Deduplication **Problem**: Multiple contacts from the same company could create duplicate company records. **Solution**: Hyperscale automatically prevents duplicates: 1. Before creating a company, searches HubSpot by domain (e.g., "salesforce.com") 2. If found, associates the contact with the existing company 3. If not found, creates a new company **Result**: One company record per unique domain, even when syncing hundreds of contacts. ### Authentication HubSpot connections are maintained automatically. Hyperscale handles authentication renewal behind the scenes, ensuring uninterrupted syncing. If you see authentication errors, disconnect and reconnect HubSpot in Account Settings. ### Troubleshooting #### "HubSpot connection failed" * Reconnect in Account Settings * Verify you have admin permissions in HubSpot * Check that required permissions were granted #### "Duplicate companies created" This should be rare due to deduplication logic. If you see duplicates: * Merge them in HubSpot * Email with company name #### "Contact not syncing" * Verify the contact has a verified email * Check that HubSpot connection is active * Look for error messages in search results page #### "Company enrichment data missing" Some companies may not have enrichment data available. This is normal and depends on public data availability. *** ## Close.io Integration ### Connecting Close.io 1. Go to **Account Settings** → **Connected Accounts** 2. Click **Connect Close.io** 3. Sign in to your Close.io account 4. Authorize Hyperscale to access your CRM 5. Connection complete! **Required Permissions:** * Read/write leads * Read/write contacts * Read/write notes ### What Gets Synced #### Lead Data When a search completes, Hyperscale creates or updates Close.io leads with: **Contact Information:** * Name * Verified business email * Phone number (if enriched) **Professional Information:** * Company details * Publicly available business information #### Notes Hyperscale adds formatted notes with: * 👤 Professional information * 💼 Company details * 📊 Business intelligence * 🔗 Relevant links ### Lead Deduplication Similar to HubSpot, Close.io integration checks for existing leads before creating new ones: * Searches by email address * Updates existing lead if found * Creates new lead if not found ### Troubleshooting #### "Close.io connection failed" * Reconnect in Account Settings * Verify you have appropriate permissions * Check permissions were granted during connection #### "Lead not syncing" * Verify the contact has a verified email * Check that Close.io connection is active * Review search results for error messages *** ## General CRM Sync ### When Does Sync Happen? Syncing occurs automatically when: * A search completes * All requested leads have verified emails * CRM integration is connected and active **Note**: Syncing is asynchronous. It may take 1-2 minutes after search completion for all contacts to appear in your CRM. ### Disconnecting Your CRM To disconnect: 1. Go to **Account Settings** → **Connected Accounts** 2. Click **Disconnect** next to your CRM 3. Confirm disconnection **Note**: Disconnecting does NOT delete data already synced to your CRM. It only stops future syncs. ### Data Privacy * Only verified, enriched leads are synced * All data comes from public professional sources * You control when syncing happens (connect/disconnect) * Synced data follows your CRM's retention policies ### Multiple CRM Support You can connect both HubSpot and Close.io simultaneously. Leads will sync to both CRMs automatically. *** ## Best Practices ### 1. Connect CRM Before Searching Connect your CRM before running searches to ensure all new leads sync automatically. ### 2. Clean Up Duplicates Regularly Even with deduplication, edge cases can occur. Review your CRM periodically for duplicates and merge them. ### 3. Customize CRM Fields After the initial sync, you can customize how Hyperscale data appears in your CRM. Contact support for customization options. ### 4. Use CRM Filters Create saved filters in your CRM to quickly view: * Leads from Hyperscale (Source: "Hyperscale") * Recently synced contacts * Contacts with phone numbers ### 5. Monitor for Errors Check your search results page for any sync errors. Common issues are usually token expiration or permission problems. *** ## Need Help? Email with: * Your CRM platform * Search ID (if applicable) * Description of the issue * Screenshots (if relevant) We'll help troubleshoot within 24 hours.