5 min read

Sync leads to your CRM

Push qualified, converted leads to HubSpot or Salesforce automatically — no manual export, no copy-paste.

When a lead converts, LeadOs can push it straight into your CRM so your reps work from a single source of truth.

HubSpot

  1. 1

    In HubSpot → Settings → Integrations → Private Apps → Create app. Grant the crm.objects.contacts.write scope and copy the API key.

  2. 2

    Find your Portal ID (Account & Billing, or in the URL app.hubspot.com/contacts/<PORTAL_ID>).

  3. 3

    In LeadOs → Integrations → CRM Export, set CRM Type to hubspot and paste your API key and Portal ID. Save.

Salesforce

  1. 1

    In Salesforce → Setup → Apps → App Manager → New Connected App, copy the Consumer Secret.

  2. 2

    In LeadOs → Integrations → CRM Export, set CRM Type to salesforce and paste the credential. Save.

Tip: From the moment it's connected, converted leads are pushed automatically. There's nothing else to run.

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