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Documentation Index

Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt

Use this file to discover all available pages before exploring further.

Connect your CRM to PG:AI to automatically sync your accounts, keep data up to date, and push enriched intelligence back into your existing workflow.

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Supported CRMs

Salesforce

Full bi-directional sync

HubSpot

Account and contact sync

Other CRMs

Via API or CSV import

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Setup

1

Navigate to integrations

Go to Configuration > CRM Integration.
2

Select your CRM

Choose your CRM provider and authenticate.
3

Configure sync settings

Select which objects to sync (accounts, contacts, opportunities) and set sync frequency.
4

Map fields

Map PG:AI fields to your CRM fields for consistent data flow.
5

Test and activate

Run a test sync, verify the data, then activate the integration.