Your CRM keeps your contacts, deals, and activity in one place. SalesMind AI connects to your CRM so your outreach and your records stay in sync. You set this up under Agent → Integrations, and SalesMind AI handles the rest.
Supported CRMs
SalesMind AI connects with three CRMs:
- GoHighLevel (shown as LeadConnector in the app)
- HubSpot — now at full parity with the others.
- Pipedrive
Each one supports contact sync, deal and activity export, pipeline sync, and custom field mapping.
Connect your CRM
- Open SalesMind AI and go to Agent → Integrations.
- Find the card for GoHighLevel (LeadConnector), HubSpot, or Pipedrive.
- Click Connect and sign in to your CRM account.
- Approve the access request so SalesMind AI can read and write records.
- Back on the CRM card, click Manage to open its settings. Your deals, tasks, pipeline sync, and field mapping options live there.
After you connect, SalesMind AI starts syncing your contacts and activity.
What syncs
Not everything syncs both ways. This table shows the direction for each record type.
| Record type | Direction |
|---|---|
| Contacts | Two-way |
| Messages | Two-way |
| Deals | Created in your CRM by SalesMind AI |
| Notes | Exported to your CRM |
| Tasks | Exported to your CRM |
| Meetings | Imported, then linked to a deal |
| Calls | Import only |
| Emails | Import only |
Two-way means changes flow in both directions. Exported or created means SalesMind AI writes the record into your CRM. Import only means SalesMind AI pulls that history in but does not push it back.
Pipeline sync and field mapping
You can sync pipelines and opportunities, and map your own fields. Open Agent → Integrations, then click Manage on your CRM card:
- Pipeline sync keeps your deal stages aligned with your pipeline.
- Field mapping matches each SalesMind AI field to the matching field in your CRM. Each row shows the SalesMind AI field, the object type, the CRM field, and an example value.
Your team turns on both features. If you do not see them, they may not be enabled for your team yet. Contact support to ask.
Automatic deals and tasks
SalesMind AI can create tasks for you automatically, and it creates deals as your leads progress. Click Manage on your CRM card to set this up:
- Auto-create tasks — turn on Enable Auto-Create Tasks and SalesMind AI adds a follow-up task when a lead is marked hot through your tags.
- Deals — a deal is created when a lead books a meeting, and deals move through your pipeline with pipeline sync (see Pipeline sync and field mapping above). Some CRMs also offer a deal-sync toggle here.
Leave Auto-Create Tasks off if you prefer to add tasks by hand.
FAQ
What is the difference between manual and automatic sync?
Automatic sync runs on its own as your leads reply and book meetings. Manual sync lets you push a record yourself when you want it in your CRM right away. Use manual sync to test the connection or send one record now.
Where do I connect my CRM?
Go to Agent → Integrations in SalesMind AI. Pick your CRM card — GoHighLevel (shown as LeadConnector), HubSpot, or Pipedrive — then click Connect and sign in.
How does a lead reach my CRM's pipeline when they reply?
When a lead replies, SalesMind AI can create or move a deal in your pipeline. This works for HubSpot, Pipedrive, and GoHighLevel. Click Manage on your CRM card and turn on pipeline sync and auto-create deals, if pipeline sync is enabled for your team. The lead's activity then flows into your CRM's opportunities.