CRM (HubSpot, Pipedrive, Salesforce)

Connect your CRM and April keeps it up to date automatically. As your agent talks to visitors, it saves contacts, creates deals, and logs notes — so every lead lands in your pipeline without anyone copying it over by hand. Connect HubSpot, Pipedrive, or Salesforce, and the same three actions work the same way across all of them.

How It Works

Once a CRM is connected, your agent can do three things during a conversation:

1. Save a contact — After it collects a visitor's details (name, email, phone, company, job title), it creates or updates their record in your CRM. This is idempotent on email, so a returning visitor updates the existing record instead of creating a duplicate.
2. Create a deal — When a visitor shows clear buying intent worth tracking, the agent opens a deal (an opportunity in Salesforce) and links it to their contact automatically.
3. Log a note — The agent can attach a short, factual summary of the conversation to the visitor's contact, so whoever picks it up next has context.

The agent decides when each action makes sense — you don't write any rules. It saves the contact once it has enough detail, creates a deal only when the intent is real, and logs a note when a summary would help your team. If you connect more than one CRM, April writes to one consistently so your records don't fork.

The safety model

CRM writes are always tied to the visitor's own email — the address they captured through lead capture or verified during the chat. The agent can only create or update that record. It can't be talked into editing, reading, or overwriting someone else's contact, even if a visitor types in a different email. New contacts are created cleanly; existing ones are matched by email and updated in place. This keeps a public chat widget from becoming a way to tamper with your customer data.

Example Conversation

Visitor: Hi, do you have a plan for small teams?

Agent: We do! Our Pro plan is built for teams up to 25 people and includes priority support. Can I grab your email so I can send over the details and pricing?

Visitor: Sure, it's jordan@brightlabs.io — I'm the head of ops at Brightlabs.

Agent: Thanks, Jordan! I've sent the Pro plan overview to jordan@brightlabs.io. It sounds like you're evaluating this for the whole team — would you like me to set up a follow-up with our sales team to walk through rollout?

Visitor: Yes, we're looking to roll out across about 20 seats next month.

Agent: Perfect — I've flagged this for our team so they can reach out about a 20-seat rollout. You'll hear from us shortly with next steps.

Behind the scenes, the agent saved Jordan as a contact (email, name, company, job title), created a deal for the Brightlabs rollout, and logged a note summarizing the conversation — all linked to Jordan's record in your CRM.

Setup

Connecting any CRM follows the same path in April:

1. Open your chatbot in the April dashboard
2. Go to Integrations in the sidebar
3. Find your CRM and click Connect
4. Fill in the fields below for your provider
5. Click the connect button

April verifies your credentials when you connect, so you'll know right away if anything's off. Then head to the Playground and walk through a conversation that hands over an email — you'll see the contact appear in your CRM.

HubSpot

April connects to HubSpot with a private app token.

1. In HubSpot, go to Settings → Integrations → Private Apps
2. Click Create a private app, give it a name, and open the Scopes tab
3. Grant read/write scopes for contacts, deals, and tickets
4. Create the app and copy its access token (it starts with pat-)
5. In April's HubSpot card, paste it into Private app token and click Connect HubSpot

Connecting HubSpot also powers ticket handoff: when a visitor needs a human, your agent opens a ticket in HubSpot so your team can pick it up — which is why the contacts/deals scopes and the tickets scope are requested together.

Pipedrive

April connects to Pipedrive with your company domain and a personal API token.

1. Company domain — the subdomain in your Pipedrive URL. If you sign in at yourcompany.pipedrive.com, enter yourcompany.
2. API token — in Pipedrive, go to Settings → Personal preferences → API and copy your personal API token.
3. In April's Pipedrive card, enter both values and click Connect Pipedrive

Your agent saves leads as people, creates deals, and logs notes — all in Pipedrive.

Salesforce

April connects to Salesforce using a Connected App and the OAuth client-credentials flow, so there's no redirect or browser login to manage — you paste three values and April handles authentication.

1. Login URL — your My Domain URL, for example https://yourcompany.my.salesforce.com. Find it under Setup → My Domain.
2. In Salesforce, create a Connected App (Setup → App Manager → New Connected App) and enable OAuth Settings with the client-credentials flow turned on.
3. From the Connected App, copy the Consumer Key and Consumer Secret.
4. In April's Salesforce card, enter the Login URL, Consumer key, and Consumer secret, then click Connect Salesforce

In Salesforce, the three actions map onto standard objects: a new contact becomes a Lead, a deal becomes an Opportunity (with a close date set 30 days out by default), and a note is logged as a completed Task on the lead.

FAQ

Which CRMs can I connect? HubSpot, Pipedrive, and Salesforce. The same three actions — save contact, create deal, log note — work the same way across all of them.

Will the agent create duplicate contacts? No. Contacts are matched on email, so a returning visitor updates their existing record rather than spawning a duplicate.

Can a visitor make the agent edit someone else's record? No. Every write is tied to the visitor's own captured or verified email. The agent can only touch that contact — it can't read or modify any other record in your CRM.

Does the agent need an email before it can do anything? To create a deal linked to a contact or log a note, yes — the agent attaches those to the visitor's contact, which requires a known email. It will naturally ask for one as part of the conversation.

Can I connect more than one CRM? You can, but for clean records April writes to a single CRM consistently rather than duplicating into both.

What if my credentials are wrong? April verifies them the moment you connect and shows an error if they don't work, so you can fix the token or URL before going live.

How do I turn it off? Open the integration's card and click Disconnect. Your agent stops writing to that CRM immediately; existing records in your CRM are untouched.