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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

Get your support running on Plain in minutes.

Get your support running on Plain in minutes.

Get your support running on Plain in minutes.