CRM sync · Growth and up
Sequenz connects to HubSpot or Pipedrive over OAuth and works with your standard objects only. Your CRM stays the source of truth. Salesforce and Zoho are coming soon.
Sequenz is the AI SDR for B2B sales teams in Europe. CRM sync is how it reads your leads and writes the outreach back.
Growth and upCSV and Google Sheets import on every plan.
| HubSpot · Contact | Sequenz · Lead | |
|---|---|---|
| First name | read into Sequenz | First name |
| Last name | read into Sequenz | Last name |
| read into Sequenz | ||
| Job title | read into Sequenz | Title |
| Company name | read into Sequenz | Company |
| Activity | written back to the CRM | Reply, meeting booked |
Example list and mapping. Switch the CRM.
Leads flow in from your CRM. Engagement flows back. Everything maps to standard objects, so nothing in your CRM has to change.
Sequenz reads and writes Contact, Company or Account, Opportunity or Deal, and Activity or Task. It does not sync custom objects, which keeps the integration predictable and your data model untouched.
Engagement is pushed back as standard Activities, so the rep who lives in the CRM sees what happened without leaving it.
Incremental sync runs on a schedule set by your plan. The first backfill runs in the background, so a large account never blocks day one.
| Plan | Every | Leads come from |
|---|---|---|
| Trial and Starter | No CRM sync | CSV upload and Google Sheets. |
| Growth | 15 min | HubSpot or Pipedrive, plus CSV and Sheets. |
| Scale | 5 min | HubSpot or Pipedrive, plus CSV and Sheets. |
| Enterprise | 1 min | HubSpot or Pipedrive, plus CSV and Sheets. |
Every record is matched on a stable key: your workspace, the CRM and its record id. The same contact updates in place instead of being created twice, and the last write wins with the prior value kept in the audit log.
match key workspace + CRM + record ID
Leads come from the CRM you run, a CSV you upload or a Google Sheet you connect. Sequenz does not sell contacts and keeps no shadow database of people. The basis for contacting someone stays yours.
You sign in to HubSpot or Pipedrive from Sequenz. The access and refresh tokens are stored encrypted. A background job checks every 15 minutes and renews any token that is close to expiring, so the connection keeps working without another sign-in.
Sequenz then starts one background import for each standard object: contacts, companies, deals and activities. Nothing runs while you wait on a page, so a large account never blocks your first day.
After the backfill, Sequenz pulls the records that changed since the last run: every 15 min on Growth, every 5 min on Scale and every 1 min on Enterprise.
Each record is matched on your workspace, the CRM account and the CRM record ID. A match updates the lead you already have. By default the more recent side wins when the two disagree, and an admin can set a different rule per field. The field audit keeps the value before and after each change.
Emails sent, opened and replied, WhatsApp messages, completed LinkedIn tasks and booked meetings go back to the CRM as activities. They are collected every hour and sent in small batches, so expect them within about an hour. An admin can switch off any of these types, and every push is kept in an audit log.
HubSpot and Pipedrive, both connected over OAuth, one CRM per workspace. Salesforce and Zoho are built but show as coming soon, and they cannot be connected yet. Without a CRM you can still bring in leads from a CSV upload or a Google Sheet, on every plan including the trial.
CRM sync is included on Growth, Scale and Enterprise. Your plan sets how often changes are pulled: every 15 min on Growth, every 5 min on Scale and every 1 min on Enterprise. The trial and Starter have no CRM sync, but both can import leads from a CSV file or a Google Sheet.
No. Each record is matched on your workspace, the CRM account and the CRM record ID, and the database refuses a second copy of the same match. Running a sync again updates the lead you already have. When the two sides disagree, the more recent one wins by default, and the audit keeps the old value.
Yes. Each object starts on a default mapping for your CRM, and an admin can map your standard CRM fields to Sequenz fields instead. Every saved mapping is kept as a new version, so you can see what changed. Custom objects are not synced: only contacts, companies, deals and activities.
Every channel shares one sequence, one inbox and one set of safety rules.
All featuresSync HubSpot or Pipedrive over OAuth, or upload a CSV on any plan. CRM sync is included from Growth up. Fourteen days, no card.
14-day trial · no card
