AI & Integrations
CRM Integrations
Sync leads and events with your CRM. When a lead replies, opens, or clicks, Cleanmails can automatically create or update records in your CRM.
Supported CRMs
| CRM | Connection Method | Status |
|---|---|---|
| HubSpot | OAuth | Supported |
| Salesforce | OAuth | Supported |
| Pipedrive | OAuth | Supported |
| GoHighLevel | OAuth | Supported |
| Zoho CRM | OAuth | Supported |
| Close | API Key | Supported |
| Freshsales | API Key | Supported |
Connecting a CRM
- Go to Settings → Integrations → CRM
- Select your CRM provider
- For OAuth CRMs: complete the authorization flow
- For API Key CRMs: enter your API key
Integration Rules
After connecting, set up rules that define what happens when events fire:
| Event | Example Action |
|---|---|
email.replied | Create a deal in Pipedrive |
email.opened | Update lead status in HubSpot |
email.clicked | Add tag in GoHighLevel |
lead.unsubscribed | Update contact in Salesforce |
Field Mapping
Map Cleanmails lead fields to your CRM's fields. Each CRM has pre-configured default fields (email, first name, last name, company, phone, etc.) that you can customize.
Token security
All OAuth tokens and API keys are encrypted with AES using your MASTER_KEY before storage. They are never exposed in API responses.
Testing
After connecting, use the Test button to verify connectivity. This sends a test ping to confirm your credentials are valid.