Codexportfolio intelligence
Capabilities/Marketing

CRM Sync

Two-way sync with HubSpot, Salesforce, Pipedrive, or Close. Webhook receivers for upstream changes, scheduled poll-based reconciliation as a fallback, conflict resolution favouring the most-recently-updated record. OAuth-based per-tenant connections so a SaaS app can ingest from each customer's CRM independently. Field-mapping configurable per workspace.

4 projects carry this capability.

Projects

CRM Sync — Codex