IntegrationsCRM

CRM Integrations

Push meeting intelligence directly into your CRM, including HubSpot, Salesforce, Dynamics 365, Pipedrive, and Attio.

Automatically sync meeting summaries, action items, and deal insights into your CRM after every call.

HubSpot

Native auto-push integration + bilateral MCP access for querying and updating deals with natural language.

Salesforce

Field-by-field mapping, multi-action workflows, and bilateral MCP access for querying opportunities with natural language.

Dynamics 365

Push meeting summaries to contacts, leads, opportunities, and accounts, with field mapping and control over which Dataverse environment you connect to.

Pipedrive

Auto-push meeting notes to deals and contacts, plus bilateral MCP access for managing your pipeline with natural language.

Attio

Custom object mapping, auto-push to contacts and deals, plus 31-tool MCP access for managing your flexible CRM with natural language.

Microsoft Integration Approval

Generate the admin consent link your Microsoft admin needs so Dynamics 365, Teams, and Planner can connect.

HubSpot Integration

Connect Optiverse to HubSpot to automatically sync meeting notes, create contacts, update deals, and query your CRM with natural language.