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CRM Integrations

LeadHub can push every new lead to any of the 13 supported CRM platforms the moment it arrives. Configure one or more CRM integrations from Settings โ†’ Integrations.

How CRM Integrations Workโ€‹

  1. A new lead enters LeadHub (from any source).
  2. LeadHub calls the target CRM's API in the background (via the queue worker).
  3. A new contact, lead, or deal record is created in the CRM.
  4. If the API call fails, LeadHub retries automatically (up to 3 attempts).

HubSpotโ€‹

HubSpot uses OAuth 2.0. You must create a HubSpot app to obtain credentials.

Step 1 โ€” Create a HubSpot Private Appโ€‹

  1. Log in to app.hubspot.com.
  2. Click your account name โ†’ Integrations โ†’ Private Apps.
  3. Click Create a private app.
  4. Give it a name (e.g. LeadHub) and under Scopes enable:
    • crm.objects.contacts.write
    • crm.objects.deals.write
    • crm.pipelines.orders.read
  5. Click Create app โ†’ copy the Access Token shown.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ HubSpot.
  2. Fill in:
    FieldValue
    Access TokenPaste the token from Step 1
    Create DealToggle on to also create a Deal in HubSpot
    Deal PipelineID of the pipeline (from HubSpot pipeline settings)
    Deal StageID of the stage to place the deal in
  3. Click Save & Test.

Tip: Leave Deal Pipeline and Deal Stage blank to use HubSpot's default pipeline.

Salesforceโ€‹

Salesforce uses OAuth 2.0 via a Connected App.

Step 1 โ€” Create a Connected Appโ€‹

  1. In Salesforce, go to Setup โ†’ App Manager โ†’ New Connected App.
  2. Enable OAuth Settings.
  3. Set the Callback URL to https://yourdomain.com/oauth/salesforce/callback.
  4. Select OAuth scopes: api, refresh_token.
  5. Save and note the Consumer Key (Client ID) and Consumer Secret.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Salesforce.
  2. Fill in:
    FieldValue
    Client IDConsumer Key from Step 1
    Client SecretConsumer Secret from Step 1
    Instance URLYour Salesforce URL, e.g. https://yourorg.salesforce.com
    Object TypeLead or Contact
  3. Click Connect with Salesforce to complete the OAuth flow.

Pipedriveโ€‹

Pipedrive uses a simple API key.

Step 1 โ€” Get Your API Keyโ€‹

  1. Log in to Pipedrive โ†’ click your avatar โ†’ Personal Preferences โ†’ API.
  2. Copy your API Token.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Pipedrive.
  2. Paste your API Key and click Save & Test.

LeadHub creates a new Person record for each lead.

Zoho CRMโ€‹

Zoho uses OAuth 2.0.

Step 1 โ€” Create a Zoho OAuth Clientโ€‹

  1. Visit api-console.zoho.com.
  2. Click Add Client โ†’ choose Server-based Applications.
  3. Set the Redirect URI to https://yourdomain.com/oauth/zoho/callback.
  4. Note the Client ID and Client Secret.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Zoho CRM.
  2. Fill in:
    FieldValue
    Client IDFrom Step 1
    Client SecretFrom Step 1
    RegionYour data center: com, eu, in, com.au, jp
  3. Click Connect with Zoho to complete the OAuth flow.

Freshsalesโ€‹

Step 1 โ€” Get Your API Keyโ€‹

  1. In Freshsales, go to Settings โ†’ API Settings.
  2. Copy the API Key.
  3. Note your subdomain (the part before .freshsales.io).

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Freshsales.
  2. Fill in:
    FieldValue
    API KeyFrom Step 1
    DomainYour subdomain only, e.g. mycompany
    Create DealToggle on to also create a Deal record
  3. Click Save & Test.

Monday.comโ€‹

Step 1 โ€” Get Your API Key and Board IDโ€‹

  1. In Monday.com, click your avatar โ†’ Administration โ†’ API.
  2. Copy the Personal API Token.
  3. Open the board you want leads added to โ†’ copy the Board ID from the URL (https://yourteam.monday.com/boards/123456789 โ†’ ID is 123456789).

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Monday.com.
  2. Fill in:
    FieldValue
    API KeyPersonal API Token
    Board IDNumeric board ID from Step 1
  3. Click Save & Test.

Copper CRMโ€‹

Step 1 โ€” Get API Credentialsโ€‹

  1. In Copper, go to Settings โ†’ Integrations โ†’ API Keys.
  2. Copy the API Key.
  3. Note the email address associated with your Copper account.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Copper CRM.
  2. Fill in:
    FieldValue
    API KeyFrom Step 1
    User EmailEmail address tied to the API key
  3. Click Save & Test.

Close CRMโ€‹

Step 1 โ€” Get Your API Keyโ€‹

  1. In Close, go to Settings โ†’ API Keys โ†’ Generate API Key.
  2. Copy the key.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Close CRM.
  2. Paste your API Key and click Save & Test.

LeadHub creates a new Lead in Close with the contact as an Activity.

Streak (Gmail CRM)โ€‹

Step 1 โ€” Get Your API Keyโ€‹

  1. In Gmail, open Streak โ†’ Settings โ†’ API.
  2. Copy the API Key.
  3. Open the pipeline you want leads added to โ†’ copy the Pipeline Key from the URL.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Streak.
  2. Fill in:
    FieldValue
    API KeyFrom Step 1
    Pipeline KeyThe pipeline key from the URL
  3. Click Save & Test.

Insightlyโ€‹

Step 1 โ€” Get Your API Keyโ€‹

  1. In Insightly, go to User Settings (click your avatar) โ†’ scroll to API Key.
  2. Copy the key.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Insightly.
  2. Paste your API Key and click Save & Test.

Bitrix24โ€‹

Bitrix24 uses an inbound webhook URL.

Step 1 โ€” Create an Inbound Webhookโ€‹

  1. In Bitrix24, go to Applications โ†’ Webhooks โ†’ Add Inbound Webhook.
  2. Enable the CRM permission.
  3. Copy the full Webhook URL (looks like https://yourcompany.bitrix24.com/rest/1/abc123xyz/).

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Bitrix24.
  2. Paste your Webhook URL and click Save & Test.

SugarCRMโ€‹

Step 1 โ€” Get an Access Tokenโ€‹

Use the SugarCRM REST v11 API to get an OAuth access token, or use an admin-generated token from Admin โ†’ Password Management โ†’ OAuth Keys.

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ SugarCRM.
  2. Fill in:
    FieldValue
    Access TokenOAuth access token
    Instance URLYour SugarCRM URL, e.g. https://yourcrm.sugarcrm.com
  3. Click Save & Test.

Vtigerโ€‹

Step 1 โ€” Get an Access Keyโ€‹

  1. In Vtiger, go to My Preferences (click your name in the top right).
  2. Scroll to Access Key and copy it.
  3. Note your Vtiger URL (e.g. https://yourcompany.vtiger.com).

Step 2 โ€” Configure in LeadHubโ€‹

  1. Go to Settings โ†’ Integrations โ†’ Vtiger.
  2. Fill in:
    FieldValue
    Access TokenAccess Key from Step 1
    Instance URLYour Vtiger URL
  3. Click Save & Test.

Troubleshootingโ€‹

ProblemSolution
"Authentication failed"Re-check API key or re-run the OAuth flow
"Record not created"Check that the API key has write permissions on contacts/leads
Leads not syncingConfirm the queue worker is running (cron job set up correctly)
OAuth callback errorEnsure the redirect URI in the CRM app matches exactly

See Server Requirements and the Shared Hosting Guide if cron is not running.