CRM integrations settings

Connect your Salesforce, Hubspot, or Pipedrive account to Overloop and set up the integration

Carina Gotovcenco avatar
Written by Carina Gotovcenco
Updated over a week ago

Choose the needed CRM (Salesforce, Hubspot, or Pipedrive) from the Integrations marketplace.

Integration Setup

You need to configure all the settings in the User Mapping and Field Mapping tabs. After that, you can go for 1-way or 2-way sync.

User mapping

Match prospects' owners in Overloop with users in your CRM.

If you want to copy all emails that you send via Overloop in your CRM, you can add the BCC address here. If you have multiple users, you can set a unique BCC address for each user or keep one main BCC address.

Field mapping

Define how data matches between Overloop and your CRM (Salesforce, Hubspot, or Pipedrive)

Some fields, such as the prospect's email, their first and last name, are set to the corresponding field in the integrated app by default. However, all other fields can be matched to the relevant field of your choice.

To customize the field mapping, choose the needed fields from the drop-downs.

Be careful when assigning fields to one another. Matching fields should be of the same type in Overloop and the integrated app: a date field should match a date field, a text field should be matched to a text field, etc.

Record Types

To switch between the field mapping for different record types, select the needed option from the drop-down.

Once the User mapping and Field mapping tabs are configured, choose between setting up 1-way or 2-way sync.

Did this answer your question?