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Cluely integrates with popular CRM and ATS platforms through Merge.dev, enabling automatic data synchronization between your sales tools and meeting insights. This integration allows you to match call participants with existing contacts, pull activity history, and push meeting notes directly into your CRM or ATS.

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How it works

Cluely uses Merge.dev as a secure integration platform that provides Magic Links for connecting to your CRM and ATS systems. Once configured, Cluely can read and write data to your connected platforms, creating a seamless workflow between your meetings and customer data.
Merge.dev handles all the complex API integrations and authentication, ensuring secure and reliable data synchronization between Cluely and your business systems.

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Supported platforms

Cluely integrates with the following platforms through Merge.dev:

CRM Systems

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM
  • And more

ATS Systems

  • Greenhouse
  • Lever
  • Workday
  • BambooHR
  • And more

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Setting up integrations

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Prerequisites

  • Admin access to your CRM or ATS system
  • Read/write API permissions for your integration account
  • Access to your Cluely admin dashboard

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Configuration steps

1

Access Merge.dev portal

Navigate to the Merge.dev integration portal provided by Cluely. This secure portal allows you to configure your integrations without exposing sensitive credentials.
You’ll receive access credentials from your Cluely administrator.
2

Select your platform

Choose the CRM or ATS system you want to integrate with Cluely from the available options.
  • HubSpot
  • Salesforce
  • Other platforms
Select HubSpot from the integration list and proceed to configuration.
3

Enter account details

Provide the required information for your integration: - Account ID: Your unique account identifier for the platform - API Key: Your read/write API key with appropriate permissions - Environment: Production or sandbox environment
Ensure your API key has read and write permissions for the data you want to sync with Cluely.
4

Test connection

Verify the integration by testing the connection to ensure Cluely can successfully authenticate and access your data.
A successful test confirms that Cluely can read and write data to your platform.
5

Configure data mapping

Set up how Cluely should map meeting data to your CRM/ATS fields:
  • Contact matching criteria (email, phone, name)
  • Activity types to sync
  • Custom field mappings
  • Sync frequency preferences

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Data synchronization

Once configured, Cluely automatically synchronizes data in three key areas:

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Contact matching

Cluely matches call participants with existing contacts in your CRM or ATS system using:
  • Email addresses
  • Phone numbers
  • Full names
  • Company information
Enable fuzzy matching to handle variations in contact information and improve match accuracy.

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Activity synchronization

Cluely pulls relevant activity history from your connected systems:
  • Previous meetings and calls
  • Email interactions
  • Deal or opportunity status
  • Contact engagement history
  • Custom activity types

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Meeting notes integration

Cluely automatically pushes meeting insights into your CRM or ATS:
  • Meeting summaries and key points
  • Action items and follow-ups
  • Sentiment analysis
  • Participant engagement metrics
  • Custom meeting fields
  • All data transmission is encrypted using industry-standard protocols
  • Merge.dev maintains SOC 2 Type II compliance
  • API keys are stored securely and never exposed in logs
  • You maintain full control over data access permissions
  • Real-time sync for critical updates - Batch processing for large data sets - Configurable sync intervals (immediate, hourly, daily) - Rate limiting to prevent API overload
  • Automatic retry mechanisms for failed syncs
  • Detailed logging for troubleshooting
  • Email notifications for sync failures
  • Dashboard monitoring for integration health

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Managing integrations

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Viewing integration status

Monitor your active integrations through the Cluely admin dashboard:
  • Connection status and health
  • Last sync timestamps
  • Error logs and notifications
  • Data sync statistics

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Updating credentials

1

Access integration settings

Navigate to the integrations section in your Cluely admin dashboard.
2

Select integration to update

Choose the integration you want to modify from your active connections.
3

Update credentials

Enter new API keys or account information as needed.
Updating credentials may temporarily interrupt data synchronization until the new connection is verified.
4

Test updated connection

Verify that the new credentials work correctly before saving changes.

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Troubleshooting common issues

  • Verify API key permissions and expiration dates
  • Check account ID format and validity
  • Ensure proper environment selection (production vs. sandbox)
  • Contact your platform administrator for API access issues
  • Review field mapping configurations - Check for data format mismatches - Verify required fields are populated - Monitor rate limiting and API quotas
  • Adjust matching criteria sensitivity
  • Review contact data quality in your CRM/ATS
  • Enable fuzzy matching for name variations
  • Check for duplicate or incomplete contact records

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Best practices

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Data quality

  • Maintain consistent contact information across platforms
  • Use standardized naming conventions for contacts and companies
  • Regularly audit and clean duplicate records
  • Keep API keys secure and rotate them periodically

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Integration optimization

  • Configure appropriate sync frequencies based on your workflow
  • Set up proper field mappings to avoid data conflicts
  • Monitor integration health and performance regularly
  • Test integrations in sandbox environments before production use

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Security considerations

  • Use dedicated API keys with minimal required permissions
  • Regularly review and audit data access logs
  • Implement proper user access controls
  • Keep integration credentials secure and confidential
For additional support with integrations, contact your Cluely administrator or reach out to our support team with specific error messages or integration requirements.
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