CRM integrations

Active Reach syncs contacts bidirectionally with your CRM — changes in either system propagate to the other.

HubSpot

Go to Settings → Data Pipes → New → HubSpot
Click Connect — OAuth flow redirects to HubSpot for authorization
Select sync objects: Contacts, Companies, Deals
Map fields — Active Reach auto-maps email, phone, name. Map custom properties manually.
Choose sync direction: HubSpot → Active Reach, Active Reach → HubSpot, or Bidirectional
Activate

Trigger	What happens
New HubSpot contact	Creates a contact in Active Reach with mapped properties
Contact updated in HubSpot	Merges updated properties into Active Reach contact
Contact updated in Active Reach	Pushes changes back to HubSpot (if bidirectional)
Deal closed in HubSpot	Fires a `deal_closed` event on the associated contact

Sync is real-time via HubSpot webhooks. Changes appear within seconds.

Uses Salesforce Platform Events for real-time sync. Changes propagate within seconds for subscribed objects.

Active Reach also supports:

For all CRM integrations, the field mapper lets you:

Auto-map — Active Reach detects common field names (email, phone, name, company)
Manual map — drag CRM fields to Active Reach contact properties
Transform — apply basic transformations (lowercase, trim, date format conversion)
Ignore — skip fields you don’t need

Access field mappings anytime from Settings → Data Pipes → [integration] → Field Mapping.