Part 1: CRM Integrations Overview

Perlon integrates with leading CRM platforms so you can import prospects, keep outreach activity synced, and ensure your sales team always has the latest information in one place.

Once connected, your CRM becomes an extension of your outbound workflow, helping reduce manual work while keeping customer data up to date.

Perlon currently supports integrations with:

Connecting your CRM unlocks several features within Perlon.

Import contacts directly from your CRM into Perlon campaigns using your existing lists, filters or views.

Perlon imports individual people rather than companies or opportunities, making it easy to launch campaigns using the data you've already organised.

Keep your CRM updated automatically as outreach progresses.

Depending on your CRM, Perlon can sync activity such as:

This helps your sales team maintain a complete history of prospect engagement without updating records manually.

When CRM Sync is enabled while adding prospects to a campaign, Perlon can automatically create new records in your CRM for prospects that don't already exist.

If a matching record already exists, Perlon updates that record instead of creating a duplicate.

CRM integrations can help prevent outreach to people and companies that shouldn't be contacted.

For example, you can automatically exclude:

These exclusions work alongside Perlon's manual exclusion lists to help keep campaigns compliant and avoid duplicate outreach.

Perlon only exchanges data with your CRM when required. This includes:

Perlon does not continuously import contacts or make changes to your CRM in the background.

A workspace can only have one active CRM connection.

If you want to connect a different CRM, simply disconnect your existing integration before connecting the new one.