> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cluely.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM and ATS Integrations

> Connect Cluely with your CRM and ATS systems through Merge.dev for seamless data synchronization

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.

## 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.

<Info>
  Merge.dev handles all the complex API integrations and authentication,
  ensuring secure and reliable data synchronization between Cluely and your
  business systems.
</Info>

## Supported platforms

Cluely integrates with the following platforms through Merge.dev:

<CardGroup cols={2}>
  <Card title="CRM Systems" icon="users">
    * HubSpot
    * Salesforce
    * Pipedrive
    * Zoho CRM
    * And more
  </Card>

  <Card title="ATS Systems" icon="briefcase">
    * Greenhouse
    * Lever
    * Workday
    * BambooHR
    * And more
  </Card>
</CardGroup>

## Setting up integrations

### Prerequisites

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

### Configuration steps

<Steps>
  <Step title="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.

    <Check>
      You'll receive access credentials from your Cluely administrator.
    </Check>
  </Step>

  <Step title="Select your platform">
    Choose the CRM or ATS system you want to integrate with Cluely from the
    available options.

    <Tabs>
      <Tab title="HubSpot">
        Select HubSpot from the integration list and proceed to configuration.
      </Tab>

      <Tab title="Salesforce">
        Choose Salesforce and ensure you have the necessary API permissions.
      </Tab>

      <Tab title="Other platforms">
        Select your specific platform from the comprehensive list of supported
        integrations.
      </Tab>
    </Tabs>
  </Step>

  <Step title="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

    <Warning>
      Ensure your API key has read and write permissions for the data you want to
      sync with Cluely.
    </Warning>
  </Step>

  <Step title="Test connection">
    Verify the integration by testing the connection to ensure Cluely can
    successfully authenticate and access your data.

    <Check>
      A successful test confirms that Cluely can read and write data to your
      platform.
    </Check>
  </Step>

  <Step title="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
  </Step>
</Steps>

## Data synchronization

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

### Contact matching

Cluely matches call participants with existing contacts in your CRM or ATS system using:

* Email addresses
* Phone numbers
* Full names
* Company information

<Tip>
  Enable fuzzy matching to handle variations in contact information and improve
  match accuracy.
</Tip>

### 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

### 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

<AccordionGroup>
  <Accordion title="Data privacy and security">
    - 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
  </Accordion>

  <Accordion title="Sync frequency and limits">
    * Real-time sync for critical updates - Batch processing for large data sets -
      Configurable sync intervals (immediate, hourly, daily) - Rate limiting to
      prevent API overload
  </Accordion>

  <Accordion title="Error handling and monitoring">
    * Automatic retry mechanisms for failed syncs
    * Detailed logging for troubleshooting
    * Email notifications for sync failures
    * Dashboard monitoring for integration health
  </Accordion>
</AccordionGroup>

## Managing integrations

### 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

### Updating credentials

<Steps>
  <Step title="Access integration settings">
    Navigate to the integrations section in your Cluely admin dashboard.
  </Step>

  <Step title="Select integration to update">
    Choose the integration you want to modify from your active connections.
  </Step>

  <Step title="Update credentials">
    Enter new API keys or account information as needed.

    <Warning>
      Updating credentials may temporarily interrupt data synchronization until
      the new connection is verified.
    </Warning>
  </Step>

  <Step title="Test updated connection">
    Verify that the new credentials work correctly before saving changes.
  </Step>
</Steps>

### Troubleshooting common issues

<AccordionGroup>
  <Accordion title="Authentication failures">
    * 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
  </Accordion>

  <Accordion title="Data sync problems">
    * Review field mapping configurations - Check for data format mismatches -
      Verify required fields are populated - Monitor rate limiting and API quotas
  </Accordion>

  <Accordion title="Contact matching issues">
    * 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
  </Accordion>
</AccordionGroup>

## Best practices

### 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

### 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

### 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

<Note>
  For additional support with integrations, contact your Cluely administrator or
  reach out to our support team with specific error messages or integration
  requirements.
</Note>