Connect your CRM
Link Salesforce, HubSpot, Gmail, Outlook, meetings, and Facebook Page Messenger.
Connect your CRM is for sales tools that sync data into SaleIQ. It is not where you add the LinkedIn or Facebook account that sends messages. Those are under AI Sale Coach → Senders.
Open Connect your CRM in the sidebar. Each connection usually takes under a minute. A new window opens so you can authorize access.
CRM
Connect Salesforce or HubSpot to sync leads, contacts, and deals.
If a connection shows Needs attention, open it and reconnect. SaleIQ cannot sync or send from a broken connection.
You can turn deal writeback on so deals you create or move in SaleIQ are written to that CRM. Turn it off if you want deals to stay only in SaleIQ.
Each person connects their own Gmail or Outlook mailbox. After it is connected, open Inbox from this page to read and send mail.
Email outreach in Auto Outreach also uses these mailboxes. See Inbox to read and send mail.
Meetings
Connect a meeting provider so booked calls have a video link. Set your hours under Settings → Availability so leads can book a time. See Availability and booking.
Leads who reply that they are interested can be offered your SaleIQ booking link automatically.
Messaging (Facebook Page)
This is warm Page Messenger — people who already messaged your Page. It is not cold personal Facebook DMs.
Personal Facebook sending (browser login) is under AI Sale Coach → Senders.