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

# Connect Bitaqa to your CRM

> Link Bitaqa to HubSpot, Salesforce, Zoho CRM, Pipedrive, Dynamics 365, Odoo, Dolibarr or Zapier to send your leads, then choose which fields are sent.

**Integration CRM** sends the leads captured by your Bitaqa cards to your CRM. You connect your account once, choose which Bitaqa fields fill which CRM fields, and leads are then sent automatically or when you choose.

> [!NOTE]
>
> CRM integrations are a **Pro** feature. Only the company owner can connect or reconnect a CRM.

## Available CRMs

| CRM | How it connects |
| - | - |
| HubSpot | Sign in to your HubSpot account |
| Salesforce | Sign in to your Salesforce account |
| Zoho CRM | Sign in to your Zoho account |
| Pipedrive | Sign in to your Pipedrive account |
| Microsoft Dynamics 365 | Environment address, then sign in to your Microsoft account |
| Odoo | Odoo address and API key |
| Dolibarr | Dolibarr address and API key |
| Zapier | A Catch Hook URL, to send your leads to thousands of apps |

## Connect a CRM

**1. Open Integration CRM**

* **Dashboard**: click **Integration CRM** in the left menu.
* **Mobile app**: open **Settings**, then **Integration CRM** in the **Account** section.

On your CRM's card, click **Connect**.

![Integration CRM page with automatic sync and the cards of the 8 CRMs](https://mintcdn.com/bitaqa-tn/m8TtjtpwSlnehxe6/images/screen-shot/en-crm-integrations.png?fit=max\&auto=format\&n=m8TtjtpwSlnehxe6\&q=85\&s=0088eabc91e628a6941e1f23814a667b)

**2. Connection**

* **HubSpot, Salesforce, Zoho CRM, Pipedrive**: click **Connect with** followed by the CRM's name, then allow Bitaqa in the CRM's window.
* **Microsoft Dynamics 365**: enter the **Environment address**, then sign in to your Microsoft account.
* **Odoo**: enter the **Odoo address**, the **Database** and the **API key**. The **Login** is only needed for Odoo versions before 19.
* **Dolibarr**: enter the **Dolibarr address** and the **API key**. The "API REST" module must be enabled in Dolibarr.
* **Zapier**: in Zapier, create a **Webhooks by Zapier → Catch Hook** trigger, then paste its address into **Catch Hook URL**.

For Salesforce and Dynamics 365, also choose under **Create in the CRM as** whether leads become a **Contact** or a **Lead**.

![Salesforce Connection step with the Fields, Sync and Review steps and the Connect with Salesforce button](https://mintcdn.com/bitaqa-tn/QpKjt0VIGeraqOiP/images/screen-shot/en-crm-connect.png?fit=max\&auto=format\&n=QpKjt0VIGeraqOiP\&q=85\&s=31848241e266d1b493e2621cddba4397)

**3. Fields**

Match each Bitaqa field to the CRM field that should receive it. You can send:

**Full name**, **First name**, **Last name**, **E-mail**, **Phone**, **Company**, **Job title**, **Location**, **Note**, **Event**, **Source**, **Captured at**, **Lead score**, **Captured by** and **Card URL**.

**4. Sync**

Under **When the lead already exists in the CRM**, choose:

* **Link to the existing record, change nothing**
* **Update the existing record**
* **Always create a new record**

Turn on **Also send later edits** so that changes you make to a lead in Bitaqa later are sent to the CRM.

**5. Review**

Check the connection and the **Fields sent**, then click **Save and activate**.

> [!TIP]
>
> Click **Test connection** to check that Bitaqa can reach your CRM. With Zapier, **Send a test event** sends a sample lead to your Zap.

## Manage a connection

On a connected CRM's card, click **Manage**. The CRM's page shows its connection, its **Fields and sync**, **Who can manage** and the **History** of sends. Its buttons let you:

* **Pause**: new leads are not sent until you click **Activate**.
* **Test connection**: check that Bitaqa can still reach your CRM.
* **Edit**: change the connection, the fields sent or the sync settings.
* **Disconnect**: leads stop being sent and the credentials are deleted. The field mapping and the history are kept.

If access to the CRM expires, a **Reconnect** button appears.

## Who can manage integrations

The company owner can always manage integrations. Under **Who can manage**, the owner can also allow **Team Leaders** and **Team Users**. Connecting or reconnecting a CRM stays with the owner.

If your Pro plan ends, your settings are kept but sending stops.

## Your CRM is not in the list?

Bitaqa builds custom integrations. In **Using another CRM?**, click **Talk to us** and tell us which CRM you use.

To send your leads and follow each send, see [Sync your leads with your CRM](https://help.bitaqa.tn/en/integrations/sync-leads.md).


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