CRM Connector Skill
Connect your CRM (Salesforce, HubSpot, Pipedrive) for automated lead and contact management.
5 min read6,100 viewsUpdated 2026-02-06
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In this article you'll learn about Overview, then explore Supported CRMs, and finally review Data synchronization.
Overview
The CRM Connector Skill bridges your customer relationship management system with Botonom agents. Agents can:
- Look up contacts and companies
- Update deal stages and pipeline
- Log activities and notes
- Create new leads from conversations
Currently supported: Salesforce, HubSpot, Pipedrive, and Zoho CRM.
Supported CRMs
| CRM | Status | Features |
|---|---|---|
| Salesforce | ✅ GA | Full read/write, custom objects |
| HubSpot | ✅ GA | Contacts, deals, tickets |
| Pipedrive | ✅ GA | Contacts, deals, activities |
| Zoho CRM | ✅ GA | Leads, contacts, deals |
| Monday.com | 🔜 Coming | Expected Q2 2026 |
Each CRM integration is tested against the latest API version. We update within 48 hours of any breaking changes.
Data synchronization
The skill syncs contacts and deals every 5 minutes by default. Configure the interval:
crm_connector:
sync_interval: 5m # options: 1m, 5m, 15m, 30m, 1h
sync_direction: bidirectional
conflict_resolution: crm_wins
field_mapping:
- botonom: "customer.name"
crm: "Contact.FullName"
- botonom: "customer.email"
crm: "Contact.Email"
You can also trigger a manual sync from the skill settings at any time.
skillcrmsalesforce
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