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CRM Integrations

Connect Witzo with your CRM on Standard & Enterprise plan to sync leads, conversations, and customer data.

Implementation Status​

The system supports CRM integration at a capability level. However:

  • Pre-built connectors (e.g., HubSpot, Salesforce) are fully surfaced as plug-and-play dashboard options.
  • CRM integration requires implementation configuration aligned with your Standard & Enterprise setup.

Mapping Considerations​

Lead Field Mapping​

Match Witzo lead storage fields with your CRM fields:

  • Name
  • Email
  • Phone
  • Message summary
  • Timestamp

Duplicate Handling​

Define how duplicates are treated (examples):

  • Overwrite
  • Merge
  • Ignore

Follow-Up Ownership​

Determine:

  • Which sales pipeline
  • Which assigned user
  • Which lifecycle stage

Data Sync Direction​

Current focus is outbound lead push from Witzo to CRM.

Two-way sync behavior must be defined in implementation scope.

warning
  • Connector-specific configuration may require Enterprise onboarding setup.