Connecting HubSpot, Zoho, Attio, Capsule, monday or a calendar — Help Centre

What each integration can do, and how to connect or remove it.

1. Open the web dashboard, go to Integrations and press Connect on the provider's card. Authorise on the provider's own sign-in screen; Crack Sales never sees your password. The card then shows Disconnect.

2. HubSpot and Salesforce can read contacts and deals, accept a logged call, and move a deal stage or create a task.

3. Zoho CRM, Attio and Capsule CRM can read contacts and deals and accept a logged call.

4. monday CRM is connect only. It has no contact or deal model, only items on boards, so there is no workspace-independent way to say which record a prospect is.

5. Google Calendar and Microsoft Calendar give the copilot your upcoming meetings for pre-call context.

6. In every case a person approves the write: after a call you review the draft and press the log button, and nothing is written before that.

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