CRM Integrations

Seamlessly integrate MockWin.ai with your existing CRM system to maintain a unified view of customer interactions and automatically sync conversation data.

Updated 2024-12-19
MockWin.ai Integration Team
5 min read

Supported CRM Systems

  • Salesforce
  • HubSpot
  • Pipedrive
  • Zoho CRM
  • Microsoft Dynamics

Setup Guide

To connect MockWin.ai to your CRM:

1

Navigate to Integrations

Open **Settings → Integrations → CRM**.

2

Select Your CRM

Choose Salesforce, HubSpot, or another supported CRM.

3

Authenticate

Log in using your CRM credentials to grant MockWin.ai access.

4

Verify Connection

Check the connection status to confirm integration.

Great! You've completed all the steps.

Data Synchronization

MockWin.ai automatically syncs leads, conversations, and activity logs with your CRM. You can configure one-way or bi-directional sync from the integration settings.

Troubleshooting

  • Ensure API keys are valid and have required permissions.
  • Reauthorize the connection if sync errors occur.
  • Check your CRM rate limits if data is delayed.
  • Contact support if you experience persistent sync failures.

Need More Help?

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