Integrations

Connect your existing CRM to sync customer data with Relatide

Salesforce

Popular

Connect Relatide to your Salesforce account to automatically sync contacts, companies, and interaction history.

Setup Instructions

Navigate to Dashboard → Integrations
Click Connect next to Salesforce
Log in to your Salesforce account when prompted
Grant Relatide permission to access your contacts and companies
Click Sync Now to import your existing data

What Gets Synced

Contact information (name, email, phone)
Company details (name, industry, size)
Communication history
Custom fields and tags

Note: Salesforce requires a Connected App to be configured. Make sure your Salesforce admin has added the Relatide callback URL to your Connected App settings.

Troubleshooting

Error: redirect_uri_mismatch

Make sure the callback URL in your Salesforce Connected App matches your production domain exactly.

Sync not working

Check that your access token hasn't expired. Try disconnecting and reconnecting the integration.

HubSpot

Sync your HubSpot contacts and companies with Relatide to maintain a unified customer view.

Setup Instructions

Navigate to Dashboard → Integrations
Click Connect next to HubSpot
Log in to your HubSpot account
Select the HubSpot account you want to connect
Authorize Relatide to access your CRM data
Click Sync Now to import your contacts

What Gets Synced

Contact records with all properties
Company information
Deal stages and values
Email communication history
Notes and tasks

Tip: HubSpot integration supports automatic two-way sync. Changes made in Relatide can be pushed back to HubSpot.

Coming Soon

We're working on integrations with more platforms. Vote for your favorite:

Pipedrive

Simple sales CRM

Zendesk

Support ticket sync

Intercom

Customer messaging

Need Help?

If you're having trouble setting up an integration, check our FAQ or contact support.