Request a demo
Help centre/Integrations & API

Connecting Salesforce or HubSpot

Sync companies and contacts from your CRM.

Updated October 2026 · 1 min read

HubSpot

  1. Open Integrations.
  2. On the HubSpot card, select Connect.
  3. Sign in to HubSpot and approve access. There's nothing to install in HubSpot first.

Salesforce

  1. Open Integrations.
  2. On the Salesforce card, select Configure and sign in to Salesforce.
  3. Once connected, select Manage to review sync settings.
Tip

Add your custom fields in CSNook before the first sync, so CRM fields have somewhere to land.

Was this article helpful?
PreviousIntegrations overviewNextConnecting Gmail, Fireflies and chat tools