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

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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

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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).