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Connecting your CRM is one of the highest-value steps in the Piper AI setup process. Once integrated, Piper automatically logs a meeting record after every call, enriches deal and contact fields with data extracted from the conversation, and syncs notes across all related CRM objects — no manual data entry required. Piper never overwrites existing CRM values; it appends new information, so your existing data is always preserved.

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Choosing Your CRM

CRM connection is a one-time choice made during your team’s onboarding, in the Connect CRM step of the Guided Setup wizard — not something you set up repeatedly from Settings.
1

Pick HubSpot, Salesforce, or Pipedrive

Choose the CRM your team uses, or select Continue without CRM to skip for now. Connecting one upgrades your team to the Pro plan; skipping keeps you on Starter.
2

Confirm Super Admin access

Make sure the account you connect with has Super Admin rights in that CRM — the OAuth authorization needs this to log meetings and update records correctly.
3

Complete the OAuth flow

Sign in and grant access. If you choose Salesforce, you’ll also be asked to connect to your production org or a Sandbox (for testing against test.salesforce.com).
Whichever CRM you pick (or skip) here is what you’re left with: Settings → Integrations only ever shows the one CRM your team already connected, for checking status or reconnecting if the connection breaks (see Troubleshooting CRM Sync) — it doesn’t offer a way to connect a CRM you skipped, or switch to a different one afterward.
If you’re connecting Salesforce, see Salesforce Permissions for what the consent screen requests and why it looks broad.

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What Piper Creates in HubSpot

The account used to connect HubSpot must be a Super Admin in HubSpot, or the connection will have insufficient permissions to log meetings and update CRM records.
After every processed call, Piper automatically creates a HubSpot Meeting associated with the relevant deal and contacts. Each meeting record includes: In addition, Piper:
  • Fills configured Deal fields with data extracted from the conversation (e.g., budget, timeline, next steps).
  • Syncs call notes to all linked Contacts, Companies, and Deals in HubSpot.

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What Piper Creates in Salesforce

After every processed call, Piper logs a meeting record and syncs notes and deal field data to the relevant Salesforce objects — Contacts, Accounts, Opportunities, and Leads — following the same behavior as the HubSpot integration. Leads get full record creation, updates, and notes, but not deal-stage fields, since a Lead isn’t a Deal.

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What Piper Creates in Pipedrive

After every processed call, Piper logs an activity and syncs data to the relevant Pipedrive objects: In addition, Piper syncs notes and field data to the related Persons, Organizations, and Deals — following the same per–Meeting Type Auto-Sync rules as HubSpot and Salesforce.

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CRM Auto-Sync

The Fields Auto-Sync toggle controls exactly which data Piper writes to your CRM after each call. You configure it per Meeting Type, so you can have different sync rules for discovery calls, demos, and QBRs. To configure Auto-Sync:
  1. Navigate to Settings → Meeting Types.
  2. Select the Meeting Type you want to configure.
  3. Toggle Fields Auto-Sync to enable or disable each sync category:
If you want full automation, enable all three sync categories for your primary Meeting Types. For internal or non-deal meetings, you can disable CRM Fields and Logged Meetings to keep your CRM clean.
If two or more of your internal team members attend the same call, Piper currently logs and syncs each attendee’s calendar entry independently — so you may see duplicate Notes or Logged Meetings for that single call in your CRM (one set per internal attendee). Turning off a sync category stops that category from syncing altogether; it does not deduplicate a multi‑attendee call. This is a known limitation, not a configuration issue — reach out to your CSM if it’s affecting your CRM data.
Call scores aren’t part of the three Auto-Sync categories above. To sync a call’s score to your CRM, map it to a numeric field per Meeting Type under Settings → Meeting Types → [type] → Call Scoring → Numerical CRM Fields — see Meeting Types for details.

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Piper Appends, Never Overwrites

Piper AI is designed to complement your existing CRM data, not replace it. When syncing notes and fields, Piper appends new information to existing records rather than overwriting them. This means:
  • Existing deal field values are preserved if Piper does not have a more recent value to add.
  • Call notes are added as new entries rather than replacing prior notes.
  • No historical CRM data is lost as a result of Piper’s sync.

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Reconnecting After an Auth Failure

CRM OAuth tokens can expire or be revoked — for example, if a user’s password changes, CRM admin revokes the app, or your organization enforces session timeouts. If Piper stops syncing to your CRM, the integration tile in Settings → Integrations will display a warning banner. Click Reconnect and complete the OAuth flow again to restore the connection. Only Owners/Admins on Piper’s Pro plan see a working Reconnect button — Standard users see a message to contact their Team Owner instead.
For more details on all available integrations, see the Integrations Settings reference.