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Integrations

Connect Your Favorite Tools

PreSales.IO integrates with the tools you already use. Connect your CRM, video conferencing, and automation platforms.

One-click setup
Real-time sync
Secure OAuth

How to Connect an Integration

1

Navigate to Integrations

Go to Settings > Integrations in your PreSales.IO dashboard.

2

Select Integration

Click on the integration you want to connect (e.g., HubSpot).

3

Authorize Access

Click "Connect" and authorize PreSales.IO in the popup window.

4

Configure Settings

Map fields, set sync preferences, and enable features.

Available Integrations

HeyReach

Available
LinkedIn Outreach

Sync LinkedIn campaigns, prospects, and conversations for unified sales analytics.

Campaign & prospect sync
Reply tracking & inbox
Unified analytics dashboard
Prospect-proposal linking
View Setup Guide

HubSpot

Available
CRM

Sync contacts, deals, and companies. Auto-create deals from proposals.

Two-way contact sync
Auto-create deals from proposals
Activity logging
Custom field mapping
View Setup Guide

Salesforce

Available
CRM

Enterprise CRM integration with full opportunity management.

Opportunity sync
Account & contact mapping
Custom object support
Workflow triggers
View Setup Guide

Pipedrive

Available
CRM

Simple yet powerful CRM integration for growing teams.

Deal pipeline sync
Person & organization sync
Activity tracking
Smart contact matching
View Setup Guide

Slack

Available
Communication

Get real-time notifications and share proposals in Slack.

Transcript notifications
Proposal sharing
Slash commands
Channel integration
View Setup Guide

Zoom

Available
Video Conferencing

Automatically import and transcribe Zoom call recordings.

Auto-import recordings
Meeting metadata sync
Participant detection
Cloud recording support
View Setup Guide

Google Meet

Coming Soon
Video Conferencing

Connect Google Meet for seamless call recording import.

Auto-import recordings
Calendar integration
Participant matching
Workspace support

Microsoft Teams

Coming Soon
Video Conferencing

Enterprise-ready Teams integration for call imports.

Recording import
Azure AD integration
Channel notifications
Meeting insights

Zapier

Available
Automation

Connect to 5000+ apps with Zapier automation.

Trigger on new transcript
Trigger on proposal created
Custom actions
5000+ app connections
View Setup Guide

Need a Custom Integration?

We offer custom integrations for enterprise customers. Contact us to discuss your specific requirements.

Use Our APIContact Sales