Part 6: Supported CRM Integrations

Perlon supports integrations with several leading CRM platforms, allowing you to import prospects, sync campaign activity, and keep your sales data up to date.

While the overall experience is similar across all supported CRMs, there are some differences in how records and activity are stored.

HubSpot offers the most complete integration with Perlon.

You can import contacts directly from your existing HubSpot Lists.

When CRM Sync is enabled, new prospects are created as Contacts. If a matching contact already exists, Perlon updates the existing record instead of creating a duplicate.

Campaign activity is automatically recorded on the contact's timeline, including:

HubSpot supports all available Do Not Contact Sync features, making it easy to prevent outreach to existing customers, opted-out contacts and companies that should be excluded.

Perlon integrates with Salesforce using Leads.

Prospects can be imported from Salesforce List Views for either Leads or Contacts.

When CRM Sync is enabled, new prospects are created as Leads. Existing records are updated where possible to avoid duplicates.

Supported campaign activity is automatically written back to the Lead record, helping sales teams maintain a complete engagement history.

Salesforce supports Do Not Contact Sync for both contacts and companies, helping ensure excluded records aren't added to campaigns.

Perlon integrates with Pipedrive to simplify prospect management and campaign tracking.

Prospects are imported using your existing Filters in Pipedrive.

New prospects are created as Persons and linked to their associated organisation where available.

Campaign activity, emails and phone calls are recorded against the relevant person record, giving your team visibility into outreach activity without leaving Pipedrive.

Pipedrive supports Do Not Contact Sync to help prevent outreach to excluded contacts and organisations.

Perlon provides full integration with Zoho CRM for importing prospects and syncing campaign activity.

Prospects can be imported from Custom Views within either the Contacts or Leads module.

New prospects are created as Contacts, or matched to existing records where possible.

Campaign activity is recorded against the contact, with phone calls and other engagement appearing within the contact's history.

Zoho CRM supports automatic syncing of exclusion rules, helping ensure your campaigns stay aligned with your CRM data.

Perlon is designed to provide a consistent experience across all supported CRM platforms.

The best CRM for your business will depend on your existing sales processes and the platform your team already uses.

Regardless of which CRM you connect, you'll be able to:

If you're unsure which integration is right for your organisation, our support team is happy to help.