CRM integrations

What integrations do

Pick a list, segment, or view inside your CRM and LeadLens will import every contact in it. New contacts on the source side show up automatically; updates flow through too. Once a contact is in LeadLens you can:

• Generate a tracked link for them.
• Watch their sessions live.
• Read the AI insight after each visit.

Connecting a platform

Head to /settings → Integrations tab. You'll see a card per supported platform.

1. Click Connect on the platform card

   For OAuth platforms (HubSpot today) you'll be redirected to the provider, asked to authorize a read-only connection, and bounced back to LeadLens.

2. Pick the list or segment to import

   LeadLens enumerates your lists / segments / smart views. Pick the one with the contacts you want to track. You can change it later from the same card.

3. Watch the first sync run

   The first sync runs immediately. Subsequent syncs run hourly. The card shows the most recent run with counts and any errors.

What gets imported

For every contact in the selected list we pull:

• Email (required — contacts without an email are skipped).
• Name (first + last combined).
• Company.
• The provider's stable record id, stored on contacts.external_ref[provider] so we never duplicate the same person across syncs.

We do not pull notes, deal data, or custom properties. If you want those to influence AI insights, paste them into the contact's Notes field inside LeadLens — see AI insights for why that matters.

Sync schedule and limits

• Hourly automatic syncs.
• On-demand "Sync now" button on each connected card.
• Syncs are incremental where the provider supports it.
• We retry transient errors with exponential backoff; permanent errors surface on the card.

Token storage and security

• Access and refresh tokens are encrypted at rest with a workspace-scoped key.
• Tokens never leave the LeadLens server. Browser-side code only sees the connection status, list label, and last-sync metadata.
• Disconnecting a platform revokes the token at the provider when supported and deletes it on our side.

Supported platforms

Live today

• HubSpot. OAuth. Reads CRM lists (static and dynamic) and pulls contacts via the v3 search API. Scopes: crm.lists.read, crm.objects.contacts.read, oauth.

Coming soon (cards are visible in /settings → Integrations but marked as such)

• Salesforce
• Pipedrive
• Attio
• Zoho CRM
• Close
• Intercom

CSV import as an alternative

If you don't want a live sync — or your CRM isn't on the list yet — a CSV import from /people takes about a minute and works with any source. See People → Importing via CSV.