CRM apps that work with Praxivara
Connect the one you use. Each takes one click, and you choose what it's allowed to do.
HubSpot
Add contacts, move deals and log every call, so your CRM stays current.
Actions Triggers
Salesforce
Create leads, update opportunities and open cases in your Salesforce org.
Actions Triggers
Pipedrive
Add deals, update contacts and log activities in your pipeline.
Actions Triggers
Zoho CRM
Create and update leads, deals and contacts, and convert leads.
Actions Triggers
Attio
Keep customer records straight and find anything in them.
Actions Triggers
Google Contacts
Look people up, add and update contacts, and keep your address book tidy.
Actions Triggers
Intercom
Work conversations, tickets and contacts in your support inbox.
Actions Triggers
ActiveCampaign
Manage contacts, deals and campaigns in one place.
Actions Triggers
Zoho Bigin
Manage contacts, deals and tasks in your Bigin pipeline.
Actions Triggers
Apollo
Find the right people, keep your pipeline current and run outreach.
Actions Triggers
Clio
Track clients and matters, log time and handle billing.
Actions Triggers
Agile CRM
Update deals, follow up on tasks and answer help desk tickets.
Actions Triggers
Accelo
Quotes, projects, tickets, timers and invoices for client work.
Actions Triggers
Adversus
Load leads into your dialer, book callbacks and see what the calls produced.
Actions
AeroLeads
Find a person's work email and check that it's live.
Actions
AgencyZoom
Work leads, deals, policies and service tickets for your insurance agency.
Actions
Agiliron
Check stock, raise orders and keep customer records straight.
Actions Triggers
ConnectWise PSA
Run your service desk and the business behind it.
Actions Triggers
Request an integration Using a CRM we don't list? Tell us which one and what you'd have it do.
No CRM apps match. Tell us what you use and what you'd have it do. Popular requests move to the front of the line.
Less typing. Better records.
A CRM is only as good as what goes into it. Now it fills itself in while you talk.
Every call, logged. Text or call it after a meeting. It adds the note, updates the deal and sets the next task.
“Log my call with Priya S. and remind me Monday to send the comparables.”
Priya S. · BuyerLinden Realty
Task: Send comparables · Mon
StageOffer
Contacts that add themselves. Forward an email and it creates the contact, links the company and adds a note about how you met.
“Add the person who sent this to HubSpot and link their company.”
H HendricksHome show lead New contact
Linked to “Hendricks home solar”
Note: Wants a site survey
Answers without a report builder. Ask about your pipeline in plain words and get the list, not a dashboard to set up.
“Which deals are in Proposal right now, and who owns each one?”
In ProposalBluestem Solar
Hendricks home solar Tariq B. $21,600
Calloway family home Tariq B. $16,200
When a deal moves, the next step happens.
Your CRM can start an AI agent on its own. Win a deal, get a new lead or open a case, and the follow-up runs without anyone remembering to do it.
Things your CRM can start
A deal is won HubSpot
A deal changes stage HubSpot
A form is submitted HubSpot
A new lead comes in Pipedrive
A new case is opened Salesforce
A new contact is added Zoho CRM
Won deal handoff
A deal is won HubSpot · Any pipeline
1 Create the invoice in QuickBooks
2 Post the win in the team Slack channel
3 Draft a thank-you email for Dana to approve
Last run today, 2:14 PM ET · Hendricks home, Bluestem Solar
Done
Things people ask about their CRM
Type it, text it or say it on a call. It works out the steps.
CRM questions
Which CRMs work with Praxivara?
HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio, Zoho Bigin, ActiveCampaign, Google Contacts and more.
Will it change my CRM without asking?
Only if you let it. In Manual it asks before anything that sends, changes or deletes. In Auto it decides when to check with you. You can also switch off actions like deleting when you connect.
Can it work with my custom fields and objects?
Yes, where your CRM supports them, including custom objects in Salesforce and HubSpot.
Do I need a CRM to get started?
No. Your Praxivara workspace has Contacts built in. Connect a CRM whenever you’re ready.