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Integrations connect Caard to the tools your team already uses: CRMs receive the leads you capture, and Slack keeps everyone posted as leads come in.

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Available CRMs

All CRM integrations work the same way: connect with OAuth, map Caard fields to CRM fields, and choose whether leads sync automatically or on demand.

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Communication

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How CRM syncing works

  • One direction — Caard pushes leads to your CRM. Changes made in the CRM are never pulled back into Caard.
  • Automatic or manual — with auto-sync on, leads sync when they’re captured or updated. You can also sync a single lead from its detail page or bulk-sync from the integration’s Overview tab.
  • Deduplicated — by default, Caard looks for an existing contact (by email) and updates it instead of creating a duplicate.

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Connecting an integration

  1. Go to Integrations in the sidebar.
  2. Select Connect on the CRM you use.
  3. Sign in and authorize Caard in the window that opens.
  4. You’re returned to the integration’s settings page to configure field mapping and sync options.
Connecting an integration requires admin access to your workspace. If you don’t see the Integrations page, ask your workspace admin.

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Next steps

Set up HubSpot

Connect HubSpot and configure how leads sync to contacts and companies.

Set up Slack

Get lead notifications in your team’s channels.