CRM integrations
Send contacts and conversation notes to your CRM.
Listel can add the people from your conversations to your CRM and attach what was discussed.
Who can set this up: workspace owners and admins. Find it in Settings → Integrations on the web.
Your workspace can connect one CRM at a time. To switch, disconnect the current one first.
Compare
| Dynamics 365 | Salesforce | HubSpot | |
|---|---|---|---|
| Contacts and notes | Yes | Yes | Yes |
| Records owned by each rep | Yes | Yes | No |
| CRM meetings in Listel's calendar | Yes | Yes | No |
| Auto-sync after processing | Yes | Yes | No |
How syncing works
In Dynamics 365 and Salesforce, Listel writes as each rep, so records are owned by that rep and their own CRM permissions apply. Every rep must be linked to their CRM user, and a rep who isn't linked can't sync.
Workspace owners and admins choose what gets sent. Each rep then turns on auto-sync for themselves.
Link your reps
Listel tries to match members to CRM users automatically. Check the results in Settings → Members.
| Status | Meaning |
|---|---|
| Linked | This member can sync |
| Not found | Listel couldn't find a match. Link them manually |
| Not linked | Someone unlinked this member on purpose |
| Disabled | The CRM user is inactive, so their conversations can't sync |
Monitor syncing
Open Settings → Integrations and select Manage to see:
- The number of reps linked
- How many conversations synced, were skipped or failed in the last 7 days
- The fields Listel writes to, which are fixed
- Alert on failures, which emails owners and admins if a sync fails three times in a row
Disconnecting
When you disconnect, Listel stops sending data. Contacts and notes already in your CRM are not removed.