CRM Integration - PG:AI Docs

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.

Supported CRMs

Full bi-directional sync

Account and contact sync

Via API or CSV import

Navigate to integrations

Go to Configuration > CRM Integration.

Select your CRM

Choose your CRM provider and authenticate.

Configure sync settings

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

Map fields

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

Test and activate

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