HubSpot
Live
Sync meetings, transcripts, action items, contacts, companies, deals, and emails directly into HubSpot via OAuth. Per-user sync controls; company-level admin setup.
Setup guide →CRM integrations
EQALL + your CRM.
Connect EQALL to your CRM and every meeting, transcript, action item, contact, company, deal, and email flows into the system of record automatically. No manual logging. Your existing roles and permissions stay in control.
How EQALL CRM integrations work
Every EQALL CRM integration follows the same shared model so security, setup, and behavior are consistent across platforms:
- OAuth-secured. EQALL never stores CRM credentials. Authorization is granted by an admin or permitted user and can be revoked from the CRM at any time.
- Company-level + per-user setup. A CRM admin authorizes the connection once for the company. After that, each team member connects their individual CRM account without needing admin rights.
- Scoped to existing permissions. EQALL can only read and write records the authorizing user already has access to in the CRM. Existing roles, sharing rules, and security policies remain in control.
- Per-user sync controls. Each user configures what EQALL creates or updates (Companies, Contacts, Opportunities/Deals, Action Items, Meetings, Transcripts, Emails) to avoid duplicate records when other sync tools are in use.
- No manual logging. The CRM Coordinator agent maps meeting activity to the correct sales stage and syncs after every call.
Salesforce
Live
Auto-sync meetings, contacts, accounts, and opportunities to Salesforce. Activity logs and follow-ups attach to the right records automatically.
Contact us for setup →Don't see your CRM? Tell us what you'd like supported.
Need a hand?
Questions or live walkthrough?
Our team will set up your CRM integration with you live, or answer any questions your CRM admin has.