⚙️ CRM Settings

← Back to CRM

External CRM Connection

Connection Status
Connect to external CRM systems like HubSpot, Salesforce, or Pipedrive
● Disconnected
CRM Provider
Select your external CRM provider

Sync Preferences

Auto-sync Contacts
Automatically sync contacts from external CRM
Auto-sync Deals
Automatically sync deals from external CRM
Sync Frequency
How often to sync with external CRM

Notification Settings

Task Reminders
Send reminders for upcoming tasks
Deal Stage Changes
Notify when deals move to new stages
New Contact Alerts
Get notified when new contacts are added

CRM Preferences