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    5 min read

    Connect HubSpot, Pipedrive, or Salesforce

    BrandJet syncs to the major CRMs so leads, replies, and analytics from your outreach flow directly into your sales pipeline. HubSpot, Pipedrive, and Salesforce are first-party; other CRMs sync via the REST API or workflows.

    HubSpot

    1. Open Settings → Integrations → HubSpot.

    2. Click Connect. You will be redirected to HubSpot to authorise.

    3. Pick the HubSpot account and the portal (if you have multiple).

    4. Choose what to sync:

      • Lead to Contact: every lead becomes a HubSpot contact.

      • Campaign reply to Engagement: every reply logs as an email engagement.

      • Lead status to Lifecycle stage: mapping replied = MQL, interested = SQL, etc.

    5. Save. Initial sync runs in the background.

    Pipedrive

    • Same flow under Settings → Integrations → Pipedrive.

    • Sync targets are Person and Activity.

    • Replies create or update a Deal in the pipeline stage you pick.

    Salesforce

    • Available on Pro and above due to Salesforce API costs.

    • Same flow under Settings → Integrations → Salesforce.

    • Sync targets are Lead, Contact, and Activity. Mappings are customisable per object.

    • For custom fields, configure mappings in the integration settings.

    Direction of sync

    • BrandJet to CRM is real-time on lead and reply events.

    • CRM to BrandJet is on a 5-minute polling interval; you can also trigger an instant sync from the integration page.

    What syncs and what does not

    • Syncs: lead fields, sending status, reply text, conversation tags, lead lifecycle.

    • Does not sync: campaign content, sender inbox details, internal analytics, opt-out preferences (these stay in BrandJet for privacy).

    Mapping custom fields

    • Go to Settings → Integrations → CRM → Field mapping.

    • Each BrandJet field maps to a single CRM field. Custom fields appear automatically once they exist on both sides.

    • Test mapping with a single lead before turning on bulk sync.