Integration overview
Send qualified Dotless leads into your team's CRM while keeping locked contact data private.
Available CRM integrations
HubSpot: companies and eligible contacts.
Attio: companies and eligible people.
Salesforce: accounts and eligible contacts.
HighLevel: eligible leads in one business account.
Access requirements
An active Pro or Agency subscription.
Workspace owner access in Dotless.
Permission to authorize apps and edit the relevant CRM objects.
One connection per provider in a Dotless workspace.
How synchronization behaves
Event | Result |
|---|---|
Connect | Dotless queues eligible existing workspace leads for an initial sync. |
Lead created or updated | Dotless queues the eligible record for the connected CRM. |
Locked email or phone | The value is excluded from the CRM payload. |
Existing CRM match | Dotless may read the CRM to avoid unnecessary duplicates and preserve fields. |
Disconnect | Future sync stops and stored credentials and queued work are removed. |
Existing CRM records | Records already written to the CRM remain after disconnecting. |
Lead data currently flows from Dotless to the connected CRM. Dotless may read records for matching, but it does not import CRM leads or CRM-side edits back into Dotless.
Coming soon
Pipedrive, Zoho CRM, Slack, Zapier, and Make are visible in Dotless but cannot yet be connected.
