Connecting CRM

Written by the Wyra team · Last updated May 2026

Connecting your CRM to Wyra keeps your pipeline current without manual re-entry — every interaction Wyra captures can be pushed to your CRM, and qualified leads move from outreach to opportunity without leaving your workflow.

Supported CRMs

Five integrations available. One connected at a time.

HubSpot

Sync meeting data, interaction history, and contact records. Supports account-matched scheduling and routing forms.

Pipedrive

Sync deals and contact activity to keep your sales pipeline and outreach data aligned.

Zoho

Connect customer records and lifecycle updates across marketing, sales, and support workflows.

Monday.com

Sync boards and contact workflows so your CRM and outreach pipeline stay aligned.

Salesforce

Sync AI-generated leads directly into Salesforce as Lead records. Requires additional setup — custom field provisioning and Field-Level Security configuration.

Setup guide →

One CRM at a time

You can only have one CRM connected at a time. To switch, disconnect your current integration first from Settings Integrations.


Before you connect

Two things to check first.

Make sure you have an active account with the CRM you want to connect and that you have permissions to authorize third-party integrations. For HubSpot this means admin access. For others, check with your CRM administrator.


Connecting your CRM

Settings Integrations Connect. Under two minutes.

1

Go to Settings → Integrations

You'll see all supported CRMs as cards. Any already-connected CRM shows a Connected badge.

2

Click Connect on your CRM

A confirmation dialog appears explaining what the integration does. Click Confirm to proceed.

3

Authorize in your CRM

You'll be redirected to your CRM's authorization page. Sign in, select the account, and grant Wyra the required permissions.

4

Confirm the connection

After authorizing, you're redirected back to Wyra. The CRM card updates to show Connected with the linked account email. Live immediately.


What syncs after connection

Push leads to your CRM directly from Wyra.

Once connected, you can push any lead to your CRM from two places in Wyra — one click each.

Interactions table row

Click the Push to CRM icon in the Actions column on any row to send the contact and full interaction history.

Inside the contact drawer

When you have a lead open, push them to CRM from the drawer header so you can review the conversation and CRM-push in one place.

When to push to CRM

Push leads when they've shown genuine interest — a positive reply, a meeting booked, or a high outreach score with active engagement. Use the Interested status as your trigger.


Disconnecting your CRM

Settings Integrations Disconnect.

A confirmation dialog appears. Once disconnected, the CRM push icon is removed. Data already pushed is not affected — disconnecting does not delete records from your CRM.

Switching CRMs

To switch from one CRM to another, disconnect your current integration first. Then connect the new CRM. You cannot have two CRMs connected simultaneously.


Where to go next

Continue exploring.