CRM Integrations
Your CRM connected in minutes.
Contacts flow in from your CRM, calls are logged automatically, and lead statuses update in real-time. HubSpot, Salesforce, Pipedrive, noCRM, Attio, NetHunt, Close, Salesloft, Lemlist.
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Connect your CRM.
In minutes.
Choose your CRM
Select from HubSpot, Salesforce, Pipedrive, noCRM, Attio, NetHunt, Close, Salesloft, and Lemlist.
Paste API Key
Retrieve the API key from your CRM and paste it into Ubic. Revocable at any time from your CRM.
Active Synchronization
Your contacts are available in Ubic. Calls are then automatically logged.
What gets synced.
In real time.
Calls
Calls are automatically logged in the contact record: duration, outcome, audio, and transcript.
Notes & Transcripts
The full call transcript is attached to the contact. Searchable in your CRM.
Contacts
Bi-directional sync. New contacts in the CRM → available in Ubic. And vice versa.
Appointments
Demos booked from Ubic pushed to the CRM with meeting link and status.
Connect your CRM in minutes.
Connect your CRM, import your lists, see the sync in action on your contacts.