> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarasdr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Connect Salesforce, HubSpot, Zoho CRM, and Pipedrive - Clara creates contacts, logs conversations, and syncs meetings.

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](/docs/sales/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

1. In your workspace, open **Integrations**.
2. Click **Connect** on your CRM and authorize the connection.
3. Map fields - which Clara data writes to which CRM fields.
4. 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](/docs/sales/lead-qualification).
* **Routing** - qualification outcomes drive routing decisions: [Conversation workflows](/docs/agents/conversation-workflows)
* **Enrichment** - inbound leads can be enriched with firmographic data from Apollo, Clay, Clearbit, or ZoomInfo: [Personalization engine](/docs/sales/personalization-engine)
* **Automation** - CRM sync completion fires events you can react to: [Webhooks & events](/docs/operations/webhooks-events)