CRM Integrations

Connect your CRM to enable contact management, opportunity tracking, and sales automation.

Salesforce

Supported Features

Feature	Tellexa PA	Tellexa Sales
View contacts	✅	✅
Create contacts	✅	✅
View opportunities	✅	✅
Update opportunities	—	✅
Log activities	✅	✅
Search records	✅	✅
Custom objects	—	✅

Setup

Go to Settings → Integrations
Click Connect Salesforce
Log in to your Salesforce org
Authorize Tellexa Connected App
Map fields to Tellexa (optional customization)

Example Commands

"Look up John Smith in Salesforce"
"What opportunities are closing this month?"
"Log a call with Acme Corp"
"Create a new contact for jane@example.com"
"Show me my pipeline value"

HubSpot

Supported Features

Feature	Tellexa PA	Tellexa Sales
View contacts	✅	✅
Create contacts	✅	✅
View deals	✅	✅
Update deal stages	—	✅
Log activities	✅	✅
Search CRM	✅	✅
Marketing data	—	✅

Setup

Go to Settings → Integrations
Click Connect HubSpot
Log in to your HubSpot account
Select scopes to authorize
Complete connection

Scopes Required

Scope	Purpose
`contacts`	Read and write contact records
`deals`	Access deal/opportunity data
`timeline`	Log activities and notes

Example Commands

"Find contacts at Company XYZ"
"What's the status of the Acme deal?"
"Add a note to the Johnson contact"
"Move the deal to 'Proposal Sent'"
"How many leads came in this week?"

Pipedrive

Supported Features

Feature	Tellexa PA	Tellexa Sales
View persons/orgs	✅	✅
Create records	✅	✅
View deals	✅	✅
Update deal stages	—	✅
Activities	✅	✅
Pipeline views	—	✅

Setup

Go to Settings → Integrations
Click Connect Pipedrive
Enter your Pipedrive API token (or use OAuth)
Select which pipelines to connect
Complete setup

Example Commands

"Show me deals in the negotiation stage"
"What activities are due today?"
"Create a deal for New Client Inc"
"Mark the call with John as done"
"What's my pipeline worth?"

CRM Features

Contact Intelligence

Before meetings, Tellexa can provide:

Recent interactions with the contact
Deal/opportunity status
Notes from previous calls
Company information

"Brief me on my meeting with Sarah from TechCo"

Activity Logging

After calls and meetings:

"Log a call with John - discussed pricing, sending proposal Monday"
"Add a note: Customer requested demo of feature X"

Pipeline Visibility

Quick pipeline insights:

"What deals are at risk of slipping?"
"Show me deals closing this quarter"
"What's the total pipeline value?"

Data Sync

Sync Direction

Direction	Description
CRM → Tellexa	Tellexa reads your CRM data
Tellexa → CRM	Actions create/update CRM records

Sync Frequency

Real-time: Activity logging, record creation
Near real-time: Record updates (< 5 min)
Scheduled: Full data sync (configurable)

Field Mapping

Customize how Tellexa fields map to your CRM:

Go to Settings → Integrations → [CRM] → Field Mapping
Map standard fields (name, email, phone)
Add custom field mappings as needed

Troubleshooting

”CRM not connecting”

Verify your CRM credentials
Check API access is enabled in your CRM
Ensure your user has API permissions

”Records not syncing”

Check field mapping configuration
Verify required fields are populated
Review sync logs for errors

”Permission denied”

Your CRM user may lack required permissions
Contact your CRM admin for access

Need help? Contact support →