CRM Integrations
Your CRM, connected and in sync.
Lineer connects to the CRM you already use with one-click setup, bidirectional sync, and ETL pipelines that keep your data current across every system.
Your CRM is the source of truth. Your tools should respect that.
Too many sales tools ask you to re-enter data, maintain separate records, or export CSVs to keep systems in sync. Lineer connects directly to your CRM and works with the data that's already there. Changes flow both ways. Nothing gets lost between systems.
Connect your CRM in minutes.
HubSpot
Full access to contacts, companies, deals, calls, and emails. Bidirectional sync keeps both systems current.
Salesforce
Connect to standard Salesforce objects with full OAuth. Your existing Salesforce workflows continue uninterrupted.
Microsoft Dynamics
OAuth connection with full CRM entity access. Two-step authentication ensures secure setup.
Zoho
Connect to Zoho CRM modules and keep your contact and deal data in sync with Lineer.
Pipedrive
Sync deals, contacts, and organisations. Lineer reads your Pipedrive data and enriches it with agent activity.
Monday.com
Connect boards, items, and tasks. Use Lineer's agents alongside your existing Monday.com workflows.
Changes flow both ways. Automatically.
When an agent updates a contact in Lineer, it's reflected in your CRM. When your team updates a deal in your CRM, Lineer sees it immediately. One source of truth, always current.
Lineer
AI Sales Platform
Your CRM
Salesforce / HubSpot
Structured data movement between systems.
Lineer's ETL pipelines extract data from your CRM, transform it into the structure agents and search need, and load it into your workspace. This runs continuously so your data is always fresh and always searchable.
Extract
Pull from CRM, email, enrichment APIs
Transform
Normalize, dedupe, enrich, score
Load
Sync to Lineer workspace
An advanced integration layer for custom workflows.
For teams with more complex requirements, Lineer's MCP (Model Context Protocol) servers provide a programmable integration layer. Connect external tools, build custom workflows, and extend what agents can do with your data.
Outreach Agent
Nurture Agent
MCP Bridge
Tool orchestration layer
LinkedIn API
CRM API
Email Service
Connected in three steps.
Choose your CRM.
Select your provider from the settings page.
Authorise with one click.
OAuth handles the connection securely. No API keys to find or paste.
Start working.
Your data syncs automatically. Agents, Chat, and Search can access it immediately.
Email connections, too.
Lineer also connects to Gmail and Outlook for email management. Connect multiple accounts across providers and manage everything from your Lineer inbox.
Learn about Inbox →Don't see your CRM?
Additional integrations are available upon request. If your CRM isn't listed, get in touch and we'll work with you to get it connected.
Contact us →Connect your CRM and get started today.
Book a demo and we'll show you how Lineer integrates with your existing tools.
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