Salesgear

Add CRM Imports Directly to Lists

Premsanth Rajamani

Connect Salesgear to your CRM and the rest of your stack

🔗 Integrations

Salesgear ↔ Salesforce: Two-Way CRM Integration Overview

Connect Salesgear with Salesforce CRM

Sync Leads & Contacts Automatically Between Salesforce and Salesgear

Sync Engagement Activities from Salesgear to Salesforce

Make Calls from Salesforce Using Salesgear Dialer

Salesforce API Usage Limit

Two-way sync between Salesgear and Salesforce CRM

Salesforce

Salesgear ↔ Pipedrive: Two-Way CRM Integration Overview

Connect Salesgear with Pipedrive CRM

Sync Contacts Automatically Between Pipedrive and Salesgear

Sync Engagement Activities from Salesgear to Pipedrive

Add Pipedrive Contacts to Salesgear Sequences (Chrome Plugin)

Two-way sync between Salesgear and Pipedrive CRM

Pipedrive

Salesgear ↔ Zoho CRM: Two-Way Integration Overview

Connect Salesgear with Zoho CRM

Sync Leads & Contacts Automatically Between Zoho and Salesgear

Sync Engagement Activities from Salesgear to Zoho CRM

Add Zoho Leads & Contacts to Salesgear Sequences (Chrome Plugin)

Two-way sync between Salesgear and Zoho CRM

Zoho

Salesgear ↔ HubSpot: Two-Way CRM Integration

Connect Salesgear with HubSpot CRM

Sync Contacts Automatically Between Salesgear and HubSpot

Sync Engagement Activities from Salesgear to HubSpot

Add HubSpot Contacts to Salesgear Sequences (Chrome Plugin)

Two-way sync between Salesgear and HubSpot CRM

HubSpot

Salesgear + Zapier: Connect Salesgear to 3,000+ Apps

Salesgear + Zapier: Available Triggers and Actions

Example Zap: Create a Salesgear Contact When a New HubSpot Contact Is Added

Example Zap: Add Opted-Out Contacts from Salesgear to Google Sheets

API Documentation for Zapier

Connect Salesgear to 3,000+ apps without writing code

Zapier

Slack + Salesgear: Get Engagement Alerts Where Your Team Works

Send real-time engagement alerts straight to your team's Slack

Slack

Gmail + Salesgear: Turn Gmail Into a Sales Workspace

Live Feed: Get Real-Time Email Engagement Alerts in Gmail

Turn Gmail into a fully-tracked sales workspace

Gmail

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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