CRM integrations: your leads straight into HubSpot, Salesforce, Pipedrive and more
Lead Matrix sends every interested prospect to your CRM: HubSpot, Salesforce, Pipedrive, Zoho, Odoo, Attio, or via Zapier and Make. In every plan.
Lead Matrix automatically sends every interested prospect to the CRM you already use: HubSpot, Salesforce, Pipedrive, Zoho, Odoo or Attio, and any other tool through Zapier, Make or n8n. Your sales team finds the contact, their company and their reply where they already work, with no retyping and no files to import. The integration is included in every plan and takes two minutes to connect from your client area.
Supported CRMs
| CRM | Connection | What lands in your CRM |
|---|---|---|
| HubSpot | HubSpot service key | Contact (no duplicates), company, note with the prospect's reply, optional deal |
| Salesforce | Secure "Connect with Salesforce" sign-in | Lead with the reply, or a task added to the existing contact or lead |
| Pipedrive | Personal API token | Organisation, contact (no duplicates) and a lead in the Leads Inbox, with a note |
| Zoho CRM | Secure "Connect with Zoho" sign-in | Lead deduplicated on email, with a note containing the reply |
| Odoo | Your Odoo address and an API key | CRM lead with the contact, company and reply, tagged "Lead Matrix" |
| Attio | Workspace access token | Person (no duplicates), company matched by domain, and a note |
| Zapier, Make, n8n | Signed webhook | The lead's data as JSON, ready to connect to any tool: Close, Copper, Freshsales, monday, Microsoft Dynamics… |
Salesforce requires an edition with API access: Enterprise, Unlimited, Performance, or Professional with the API add-on.
How to connect your CRM
- In your client area, open the Integrations tab.
- Choose your CRM and paste the key shown (for Salesforce and Zoho, just click "Connect" and authorise Lead Matrix). Lead Matrix checks the connection straight away: if the key is wrong or lacks permissions, a message tells you what to fix.
- Click Send a test lead: a sample contact appears in your CRM, with a link to open it.
- Leave Automatically send every new interested lead ticked.
You can also send a lead manually from its card with the Send to CRM button. Each integration card shows the sending history, with a direct link to the record created in your CRM.
What is sent for each lead
- The contact: first name, last name, job title, email, phone (Scale plan), LinkedIn profile.
- The company: name, website, country.
- The prospect's reply and the source campaign, in a note or the description.
- The source: "Lead Matrix", so you can filter and measure what prospecting brings in.
Only prospects who replied positively are sent: your CRM doesn't fill up with cold contacts.
Security and control
- Connection keys are encrypted in our database and never shown again.
- You can turn off automatic sending or disconnect your CRM at any time, in one click.
- Lead Matrix creates and updates contacts, companies, notes and leads. It deletes nothing and doesn't read your other data.
- Every connection and every manual send is recorded in your account's log.
No CRM?
No problem: your client area includes a full sales pipeline (stages, deal values, next actions, notes), and every lead can be forwarded to your sales team by email, in one click or automatically. The guide What is Lead Matrix? describes the client area in detail.
Frequently asked questions
Does the CRM integration cost extra?
No. It is included in every Lead Matrix plan, from Starter to Scale, at no additional cost.
Do I need a developer to connect my CRM?
No. You copy a key from your CRM settings and paste it into the Integrations tab. The steps are shown for each CRM.
My CRM isn't listed. What can I do?
Use the webhook with Zapier, Make or n8n: in a few minutes, each lead can create a contact or an opportunity in most CRMs on the market.
Will leads create duplicates in my CRM?
No. HubSpot, Pipedrive, Zoho and Attio match the contact on email: if it already exists, it is updated and the reply is added to it. In Salesforce, the reply is added as a task on the existing contact or lead.
Are older leads sent when I connect?
No. Only leads that become interested after automatic sending is switched on are sent. Older ones can be sent one by one from their card.