CRM - ClaraSDR Documentation

Connect your CRM so every buyer conversation becomes a CRM record: contacts created and updated, qualification status logged, conversations attached, and meetings synced.

Supported CRMs

CRM	What syncs
Salesforce	Contacts and leads, activity logging, meeting sync
HubSpot	Contacts, engagement logging, meetings via HubSpot integration
Zoho CRM	Contacts, qualification status, conversation logging
Pipedrive	Contacts and deal activity, meeting synchronization

What syncs

Data	Where it lands
Buyer contact	Created or updated on the first conversation
Qualification record	Every question and answer - see Qualifying questions
Conversation transcript	Attached to the contact for rep context
Meeting record	Booked meeting synced with the source conversation
Conversation outcomes	Completed or routed statuses

Connecting a CRM

In your workspace, open Integrations.
Click Connect on your CRM and authorize the connection.
Map fields - which Clara data writes to which CRM fields.
Save. Records sync from the next conversation onward.

Using synced data

Sales handoff - reps see the full transcript and qualification summary before the first call. See Lead qualification.
Routing - qualification outcomes drive routing decisions: Conversation workflows
Enrichment - inbound leads can be enriched with firmographic data from Apollo, Clay, Clearbit, or ZoomInfo: Personalization engine
Automation - CRM sync completion fires events you can react to: Webhooks & events