Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.customeros.ai/llms.txt

Use this file to discover all available pages before exploring further.

CustomerOS syncs data with your CRM, outreach tools, and ad platforms. All integrations use secure OAuth authentication and sync automatically.

​
What Gets Synced

CRMs - Connect your CRM to sync customer and pipeline data
  • Salesforce - Bi-directional: Push qualified leads, sync opportunities, auto-update lead status
  • HubSpot - Inbound only: Import companies and deals into CustomerOS
Outreach Tools - Send qualified leads to prospecting platforms
  • Apollo - Outbound: Push CustomerOS qualified leads to Apollo for targeted outreach
Meeting Schedulers - Track buyer journeys leading up to meeting bookings
  • Calendly - Connect Calendly to track meeting bookings with buyer-journey analytics
  • HubSpot Meetings - Connect HubSpot meeting links to track meetings and enrich with CustomerOS insights
  • Cal.com - Connect Cal.com to track bookings with full attribution (works with self-hosted instances)
Meeting Intelligence - Extract marketing insights from customer conversations automatically
  • Fathom - Extract content ideas, messaging insights, and positioning opportunities from Fathom recordings
  • Grain - Extract buying committee language and persona-specific insights from Grain recordings
Advertising Platforms - Import campaign costs for attribution and ROI analysis
  • Google Ads - Inbound only: Import campaign costs, attribute leads via utm parameters
  • LinkedIn Ads - Inbound only: Import B2B campaign costs, attribute leads via utm parameters

​
Key Capabilities

Centralized Intelligence - All inbound data (HubSpot, Salesforce Accounts, ad campaigns) enriches CustomerOS leads with unified view Multi-Touch Attribution - Track complete customer journey across Google Ads, LinkedIn Ads, website visits, and conversions using utm parameters and imported cost data Bi-Directional CRM Sync - Salesforce opportunities and account status sync both ways; HubSpot data imports into CustomerOS Smart Domain Matching - Automatically matches companies by domain across all platforms to prevent duplicates Automated Outbound - Push qualified leads to sales tools (Apollo) and CRMs (Salesforce) based on ICP fit and stage All integrations sync automatically after initial setup (every 2 hours to 15 minutes depending on platform).