VICIPanel
Docs/Getting started/Connecting a CRM: the 10-minute version
Getting started

Connecting a CRM: the 10-minute version

One-click OAuth to Salesforce, HubSpot, Zoho, Zendesk, or Pipedrive, with bidirectional sync.

3 min read

VICIPanel speaks five CRMs natively. Leads flow both ways: changes in the CRM arrive via webhook, changes in VICIPanel push back automatically. No Zapier, no middleware, no engineering work.

  1. 1

    Admin → Integrations → CRM → Connect

    Pick your CRM from the list.

  2. 2

    OAuth popup

    Sign in with your CRM admin account and grant VICIPanel access. The popup closes and returns you to the integration page with 'Connected' status.

  3. 3

    Map fields

    Drag VICIPanel fields to CRM fields. The common ones (phone, name, email, status) auto-map.

  4. 4

    Turn on sync

    Toggle 'Sync on' at the top of the integration page. Leads start flowing in both directions within a few seconds.

For provider-specific setup notes, see the CRM Integrations section. Each provider has its own one-page setup guide with screenshots.

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