Connect your CRM

Choose your CRM

One-click OAuth

HubSpotSalesforcePipedrive

HubSpot

CRM, marketing & sales platform

Auth

OAuth 2.0

Environments

Production + Sandbox

Writes

Companies + Contacts

Nalloo creates or updates a Company record and associates any Contacts it already knows. Sync is idempotent — the same lead never creates duplicates, it just refreshes the fields.

Connect

1. In your dashboard open Connections → the HubSpot card → Connect Production.
2. HubSpot shows the consent screen → review the scopes → Connect app.
3. You are redirected back to Nalloo: “HubSpot connected successfully.”
4. The card flips to connected, showing your portal_id and admin email.
5. (Optional) Turn on Auto-push — leads sync the moment they are identified.

Scopes

ScopesCopy

crm.objects.companies.read    crm.objects.companies.write
crm.objects.contacts.read     crm.objects.contacts.write

Official HubSpot resources

HubSpot OAuth docs ↗HubSpot help center ↗

Salesforce

Enterprise CRM

Auth

OAuth 2.0

Environments

Production + Sandbox

Writes

Accounts + Contacts

Each environment is an independent connection with its own tokens. Nalloo writes Account and Contact records to your org through the standard REST API.

Connect

1. Connections → the Salesforce card → Connect Production (or Sandbox).
2. Developer / Scratch / Custom Domain orgs: set your My Domain host (e.g. orgfarm-xxx.develop.my.salesforce.com) in the card first — otherwise Salesforce returns invalid_client.
3. Salesforce login + scopes screen → Allow.
4. You are back in Nalloo → connected with your user_id and org_id.

Production vs Sandbox use different hosts, so each one is a separate connection with its own scopes and tokens.

Scopes

ScopesCopy

login.salesforce.com    (Production)
test.salesforce.com     (Sandbox)

Official Salesforce resources

Salesforce OAuth docs ↗Salesforce help ↗

Pipedrive

Sales CRM & pipeline

Auth

OAuth 2.0

Environments

Multi-account

Writes

Organizations + Persons

Pipedrive lets you use the same OAuth for several accounts under one user. Nalloo creates Organizations and Persons and can attach them to your deals.

Connect

1. Connections → the Pipedrive card → Connect Production.
2. Pipedrive login and scope approval.
3. You are redirected back to Nalloo with your account_id.

Multi-account: if your Pipedrive admin lives in a different org, connect from their browser.

Scopes

ScopesCopy

contacts:read    contacts:full
deals:read       deals:full

Official Pipedrive resources

Pipedrive OAuth docs ↗Pipedrive support ↗

Auto-push — automatic sync

Flip the Auto-push toggle in Connections. While ON, every new lead identified with medium or high confidence is pushed automatically:

• • Creates or updates the Company (domain, industry, country, size, website, LinkedIn URL).
• • Associates any Contacts we already know (form capture + persona resolver).
• • Idempotent — the same lead never creates duplicates; it refreshes the fields.

When Auto-push is OFF, each Lead shows manual Push to HubSpot / Pipedrive / Salesforce buttons.

Go further

Optional next moves

Help

Questions about connecting?