Integrations
Connect your CRM or import deals via CSV
CRM Connections
🟠
HubSpot
Sync deals, contacts, and activities automatically.
🔵
Salesforce
Import deals from Salesforce CRM.
🟢
Pipedrive
Connect your Pipedrive pipeline.
🔴
Zoho CRM
Import deals from Zoho.
Coming Soon
CSV Import
Import Deals from CSV
Upload a CSV file with your deal data. Required columns: name, value, status, closeDate, industry.
Click to upload or drag and drop
CSV files up to 10MB
CSV Format Example:
name,value,status,closeDate,competitor,lostReason,industry
"Acme Corp Deal",50000,lost,2024-03-01,Salesforce,"Price too high",TechnologyPro tip: Include the 'competitor' and 'lostReason' columns for the most detailed AI analysis.