One-way chat-to-CRM dump
- Contact gets created, conversation ends
- CRM updates never flow back to the chat
- Rep sees outdated owner, stage, context
- Manual re-sync required for every change
- Two systems drift out of sync by day 3
Sync
How does Cloop sync data to your CRM?
Every conversation, qualified lead, booked meeting, and follow-up reply syncs to your CRM in real-time — HubSpot, Salesforce, Pipedrive, or Dynamics 365 — with bi-directional updates and full activity history.
The short answer
Cloop syncs Contacts, Companies, Deals, and activity timeline entries to HubSpot, Salesforce, Pipedrive, and Microsoft Dynamics 365 via native integrations. The sync is bi-directional and runs in real-time — no batch delays. Each conversation creates a full activity record: AI summary, transcript link, intent score, lead source, and attributed campaign. Changes in the CRM (lead owner, deal stage, lifecycle) also flow back to Cloop to keep context consistent.
The problem
Is the sync bi-directional or one-way?
Cloop's sync is fully bi-directional. Every qualified conversation flows into the CRM with complete structured fields, and every CRM update — owner reassignments, stage moves, lifecycle changes — flows back into Cloop to keep the conversation context aligned.
Bi-directional sync with Cloop
- Every qualified conversation flows into CRM
- Owner reassignments flow back to Cloop
- Stage moves and lifecycle changes tracked live
- Both systems locked in real-time
- No drift, no manual cleanup
Real-time sync
2.1
seconds to full CRM update
From the moment a conversation qualifies, Cloop writes the contact, company, deal, activity, intent score, and AI summary to your CRM in under 2.1 seconds. Not a nightly batch. Not a 15-minute queue. Real-time, measured.
What gets written
What data fields does Cloop write to each CRM?
Six structured objects per qualified conversation — Company, Contact, Deal/Opportunity, Activity (transcript), Intent score, and AI summary — written across the standard CRM object model. Custom properties respected; no new schema required.
Synced to HubSpot · 2.1s after qualification
Company object
Acme Group Oy · 120 employees · B2B SaaS · Helsinki
Contact object
Maria Virtanen · maria@acmegroup.fi · +358 40 123 4567
Deal / Opportunity
Inbound — Acme Group (Sales tech) · Stage: Qualified · Owner: Jari Nieminen
Full conversation transcript
12-message exchange attached as activity · 4 min 18 sec
Intent score
87/100 · Pricing page 3 visits · Explicit buying intent
AI-generated summary
"Maria's SDR team is overwhelmed by inbound volume and losing MQLs to slow response. Evaluating AI triage solutions this quarter. Budget approved. Looking for demo within 2 weeks."
CRM integrations
Which CRMs does Cloop sync with natively?
Cloop syncs with major CRMs natively — including HubSpot, Salesforce, Pipedrive, and Dynamics 365 — with new platforms added continuously.
HubSpot
Native bi-directional sync
Salesforce
Custom object support
Dynamics 365
Full Microsoft stack
Pipedrive
Fast SMB-friendly sync
Optional CRM enrichment
How long does CRM setup take?
Typical setup is 15–30 minutes via OAuth for HubSpot, Pipedrive, and Dynamics 365, or a 1–2 hour managed-package install for Salesforce Enterprise. Cloop can also enrich existing CRM records with the latest business data — optional, partially paid feature.
Revenue & headcount
Your CRM probably doesn't have this. Cloop updates it from national registries.
Industry classification
Standardized TOL/NACE codes — useful for segmentation and territory planning.
Founding year & HQ
Business maturity signals that help prioritize accounts.
Who uses this
See how specific teams use CRM sync.
01
RevOps teams
Clean, enriched records flowing into every standard CRM object — no custom fields, no field-mapping project, no data-quality firefighting.
02SaaS companies
Pipeline data lands in HubSpot or Salesforce with full conversation context, intent scoring, and AI summaries — so SDRs and AEs can act immediately.
Try it yourself
Stop losing context between chat and CRM.
Book a demo. We'll connect Cloop to your actual CRM sandbox and show the sync in real time.