> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caard.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations overview

> Connect Caard to your CRM so captured leads land where your team works.

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.

## Available CRMs

| CRM                              | Connection | Notes                                                                 |
| -------------------------------- | ---------- | --------------------------------------------------------------------- |
| [HubSpot](/integrations/hubspot) | OAuth      | Most complete integration — contacts, companies, lists, owner mapping |
| Salesforce                       | OAuth      | Production or sandbox environment                                     |
| Zoho CRM                         | OAuth      | Pick your data center region during connection                        |
| Attio                            | OAuth      |                                                                       |
| Pipedrive                        | OAuth      |                                                                       |
| Dynamics 365                     | OAuth      | Requires your environment URL                                         |
| monday.com                       | OAuth      | Pick a board to receive leads                                         |

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.

## Communication

| Tool                         | What it does                                                                                                            |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| [Slack](/integrations/slack) | Posts notifications to your channels when leads are captured, reassigned, tagged, or change status, plus a daily digest |

## 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.

## 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.

<Note>
  Connecting an integration requires admin access to your workspace. If you don't see the Integrations page, ask your workspace admin.
</Note>

## Next steps

<Columns cols={2}>
  <Card title="Set up HubSpot" icon="hubspot" href="/integrations/hubspot">
    Connect HubSpot and configure how leads sync to contacts and companies.
  </Card>

  <Card title="Set up Slack" icon="slack" href="/integrations/slack">
    Get lead notifications in your team's channels.
  </Card>
</Columns>
