CRM Connections

Keep your CRM in sync

CRM Connections (at CRM > CRM Connections) lets you connect Autoch.at to your existing CRM so that client records, conversation data, and lead qualification results flow between the two systems automatically.

When a customer chats with your AI assistant and gets qualified as a lead, that information can be pushed directly to your CRM — no manual data entry required.

Supported CRMs

• HubSpot — Contacts, companies, deals, and notes
• Salesforce — Contacts, leads, accounts, and activities
• Pipedrive — Contacts, deals, and notes
• Zoho CRM — Contacts, leads, and activities

Don't see your CRM? You can also connect any CRM that supports webhooks using Autoch.at's webhook integration. See Integrations for details.

Connecting your CRM

1. Go to CRM > CRM Connections.
2. Click Connect CRM.
3. Select your CRM provider.
4. You'll be redirected to your CRM's authorization page — log in and grant Autoch.at permission to access your data.
5. Once authorized, you'll be returned to Autoch.at to configure the sync settings.

Configuring the sync

After connecting, you'll configure what data gets synced and in which direction:

Contact sync

Choose whether Autoch.at should:

• Push contacts to CRM — New clients created in Autoch.at are automatically created in your CRM.
• Pull contacts from CRM — Contacts in your CRM are imported into Autoch.at as clients.
• Bidirectional sync — Changes in either system are reflected in the other.

Field mapping

Map the fields in Autoch.at to the corresponding fields in your CRM. For example, you might map Autoch.at's "Company" field to HubSpot's "Company Name" field.

Custom fields you've created in Autoch.at can also be mapped to custom fields in your CRM.

Conversation sync

Choose whether to sync conversation summaries and notes to your CRM. When enabled, a note is added to the contact's record in your CRM each time a conversation is resolved, summarizing what was discussed.

Monitoring the connection

The CRM Connections page shows the status of your connection and a log of recent sync activity. If a sync fails (for example, because a required field is missing), the error will appear here with details about what went wrong.