Skip to main content

Account Settings - Integrations

Article on setting up your CRM & LinkedIn Integrations

Updated over a month ago

Overview

The Integrations page within Account Settings allows you to connect Perlon AI with your company’s CRM.

Note: Perlon AI allows a two-way sync with supported CRMs.

Connecting your CRM enables seamless synchronisation of lead data and campaign activity. Once integrated, you can:

  • Import leads directly from your CRM into into the platform

  • Automatically send new prospects to your CRM

  • Sync campaign activities (e.g., replies, link clicks, engagement signals)

  • Keep outreach activity aligned with your sales pipeline

Supported CRMs

Perlon AI currently integrates with:

  • Salesforce

  • HubSpot

  • Pipedrive

  • Zoho CRM

How to Connect Your CRM

  1. Click Account Settings in the bottom-left corner of the platform.

  2. Select Settings.

  3. Click Integrations.

  4. Click Connect next to your CRM.

  5. Follow the on-screen prompts to authorize the integration.

  6. (Authorization steps may vary depending on the CRM.)

  7. Once successfully connected, you will see a Connected button next to the CRM.

How CRM Sync Works

The platform uses a two-way sync model, meaning that prospect data can move both from your CRM into the platform and from the platform back into your CRM.

Importing Leads from Your CRM

You can pull leads directly from your CRM into the platform.

Please note:

  • Leads must be part of a CRM list.

  • Each lead must contain required fields, including:

    • A valid email address

    • A LinkedIn profile URL (if your campaign includes LinkedIn steps in the future)

If required data is missing, Perlon AI will attempt to enrich the contact automatically using our prospect database.

  • If enrichment is successful → the lead can be added to your campaign.

  • If enrichment fails → the system may not be able to include the lead in the campaign.

Sending Prospects to Your CRM

How prospects are pushed to your CRM depends on how they were added.

  1. Prospect Search via Perlon AI

    If you source prospects using Perlon AI’s prospect search feature, those contacts will automatically sync to your connected CRM. No additional action is required.

Uploading a File to a Campaign

If you upload prospects via a CSV file on the campaign page, they will not automatically sync to your CRM.

To push uploaded prospects to your CRM:

  • Enable the toggle “Sync new prospects to CRM” during the prospect upload process.

If this toggle is not enabled, the uploaded prospects will remain only within the platform and will not be sent to your CRM.

Did this answer your question?