Improvements to HubSpot and Salesforce integrations

The HubSpot and Salesforce integrations have been fully rebuilt. Both now sync faster and give you full visibility into each sync run — when it happened, how long it took, and whether it failed.

You can now choose exactly which records come into Plain. For HubSpot, pick a specific list to sync from instead of importing your entire CRM. For Salesforce, use list view filtering to do the same.

Both integrations now support write-back via Plain workflows. For HubSpot, two new actions are available: create a ticket on the company and create a note on the company. For Salesforce, you can create a note on the account.

To connect or update your integration, navigate to Settings → Integrations → HubSpot or Salesforce. Full details are in the help center.

Designed, built and written by

Ethel Ng

Engineering

Join the teams who rely on Plain to provide world-class support

Join the teams who rely on Plain to provide world-class support

Join the teams who rely on Plain to provide world-class support