HubSpot
Account authorization
Publisher activation and client authorization are required. Match the Attrival Lead ID and map deal stages and values before syncing.
Keep the client’s workflow. Connect the outcome.
Bring original lead sources and recorded results together in the client’s workspace. Choose the connection method that fits their account and your delivery workflow.
Illustrative workflow · Setup required
One lead connects the steps.
- Lead intakeOriginal source and campaign
- Client’s recordThe same Attrival Lead ID
- Recorded resultCRM sync or manual outcome
- Client reportThe lead and its recorded result
Connecting a CRM does not create its records or deliver leads by itself. Configure and check delivery separately.
Find your client’s CRM.
Implementation status is shown below. A working connection also needs provider activation, your client’s account access and verified field mappings.
12 connections shown
JobNimbus
Client API key
Connect the client’s account, match the Attrival Lead ID and map stages and values before syncing.
Zuper
Client API key
Connect the client’s account, match the Attrival Lead ID and map stages and values before syncing.
Pipedrive
Client API key
Connect the client’s account, match the Attrival Lead ID and map stages and values before syncing.
Copper
Client API key
Connect the client’s account, match the Attrival Lead ID and map stages and values before syncing.
Roofr
Direct connection
Direct setup is pending provider access. A separately configured workflow bridge may be used where supported.
LeadPerfection
Direct connection
Direct setup is pending provider access. A separately configured workflow bridge may be used where supported.
Salesforce
Direct connection
Account setup and outcome sync are not available for this provider yet.
Zoho CRM
Direct connection
Account setup and outcome sync are not available for this provider yet.
HighLevel
Direct connection
Account setup and outcome sync are not available for this provider yet.
ServiceTitan
Direct connection
Account setup and outcome sync are not available for this provider yet.
AccuLynx
Direct connection
Account setup and outcome sync are not available for this provider yet.
Choose how the outcome gets back.
Lead delivery and outcome sync answer different questions. First confirm that the client received the lead. Then confirm that its result matches the original record.
CRM connector
Use a supported adapter with the client’s account, a stable Attrival Lead ID and configured stage/value mappings. Check sync health and matching before relying on the report.
Configured workflow bridge
An agency-owned integration can return an outcome from a supported webhook or automation workflow. This needs separate configuration and is not a native provider connection.
Manual outcomes
Authorized owners and editors can update manually managed leads. CRM-managed outcome fields remain protected; notes and follow-ups follow workspace permissions.
The account belongs to the client.
CRM connections are attached to a customer workspace. Each agency manages its own integrations and delivery destinations.
Authorize the right account
A workspace owner or authorized agency administrator sets up the client’s connection. Choose that client’s account and confirm the field mappings.
Keep the identifier through delivery
Carry the Attrival Lead ID into the client’s CRM record. Names and email addresses do not replace the matching identifier.
Inspect freshness and reconnect
A report refresh reads recorded data; it does not certify that CRM sync succeeded. Review the connection’s health, failures and last successful sync separately. Reauthorize when the account requires it.
Reference libraries have their own permissions.
Google identity sign-in is separate from granting access to an agency’s library sources. Library authorization is restricted while public verification and review remain pending.
Google Docs and Sheets
Restricted library flows read selected source documents and spreadsheets. They do not open general access to a client’s Drive or activate a CRM connection.
Figma
Restricted library flows read file metadata and source links. Rendered creative import is not included. General library signup awaits provider review.
Agency-owned sources
Your library source and its permissions belong to your agency. Creating an agency does not grant access to another agency’s files or library.
Know what you’re connecting.
Does connecting a CRM import every historical lead?
No. Connection setup does not create CRM records or import every historical contact. Lead intake, delivery, matching and any guided import are separate steps.
Are Roofr and LeadPerfection native connections?
Direct access is pending. A configured workflow bridge is a separate method; it does not make either provider a native connector.
Can I connect Google or Figma for my agency now?
General library signup remains restricted pending verification and review. Google sign-in for your identity is separate from library authorization.
Can one connection serve every client?
CRM authorization belongs to the customer workspace. Configure each client’s account and matching fields within its own workspace.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.