Other integrations

Beyond email, calendar, and chat, LealUp connects with CRMs and support platforms to feed the customer's 360 view.

CRMs

Pipedrive

Native integration. Syncs deals as customers with automatic field mapping (name, value, status, health). See the dedicated page: Pipedrive integration.

HubSpot

What it syncs:

• Contacts and Companies → customers and contacts in LealUp.
• Deals → renewal pipeline.
• Engagements (emails, calls, meetings) to the timeline.

How to connect:

1. Admin → Integrations → HubSpot → Connect.
2. OAuth via HubSpot app marketplace.
3. Property mapping.

Currently: read-only (one-way sync, HubSpot → LealUp). See the dedicated page: HubSpot integration.

Support platforms

Zendesk

What it syncs:

• Open/closed tickets for the customer.
• Severity, SLA, resolution time.
• Public comments to the timeline.

Feeds:

• Support dimension of the health score.
• Detection of "customer escalating a lot" → playbook triggers.

How to connect:

1. Admin → Integrations → Zendesk → Connect.
2. Zendesk subdomain + API token.
3. Map Zendesk organizations → LealUp customers.
4. Bounded initial backfill of recent activity.

Matching: by Zendesk organization or by requester email.

Jira (Service Management / Software)

What it syncs:

• Issues associated with customers (via custom field "Customer" or project).
• Status, priority, assignee.
• Public comments to the timeline.

Feeds:

• Support dimension if it's Service Management.
• Custom "Feature requests" dimension if you configure it.

How to connect:

1. Admin → Integrations → Jira → Connect.
2. Atlassian OAuth.
3. Select projects and define how they associate to customers (custom field, label, dedicated project, etc.).

Intercom, Freshdesk, Help Scout, Front

On the roadmap based on demand. Request at [email protected].

Product analytics

PostHog, Mixpanel, Amplitude, Segment

Native analytics connectors are coming soon: today you can create the connection in the UI, but automatic event extraction is not active yet.

Custom (via API)

The path available today: send your usage events directly to LealUp with POST /v1/ingest/events using your workspace API key (Settings → API Key). It feeds the usage dimension of the health score just like a native connector would.

General: how to pick what to integrate first

Recommended priority:

1. Gmail + Calendar — always. The engagement signal comes from here.
2. A support platform — Zendesk or Jira. Feeds the Support dimension.
3. A CRM — Pipedrive or HubSpot, to see the renewals/expansion pipeline.
4. Slack — so alerts land where you are.
5. Product events via API — the most impactful signal for health; native analytics connectors are coming soon.
6. WhatsApp — if you're in LATAM and talk a lot there.

Security

• All integrations use OAuth where available (preferred) or encrypted API tokens.
• Tokens rotate automatically when the provider allows.
• Disconnecting removes credentials in LealUp; synced data stays.
• Credentials are stored encrypted at rest and data handling follows our privacy policy.

Common issues

"The sync stopped"

• Admin → Integrations → [name] → Logs — see the last error.
• Typical causes: expired token, subdomain change (Zendesk), provider rate limit.
• Reconnecting usually fixes it.

"I don't see expected data"

• Verify the mapping (organizations, custom fields, pipelines).
• Confirm the backfill completed (can take hours on large workspaces).
• Test with a specific customer: Customer 360 → Timeline → filter "Only [integration]".

"Duplicates"

• Fuzzy matching can create duplicates if email_domain and name don't exactly match between systems.
• Admin → Customers → Merge — consolidate duplicates (irreversible, double confirmation).

Disconnect

Each integration has its Disconnect button in Admin → Integrations → [name].

• Revokes credentials in LealUp.
• Synced data stays to preserve history.
• If you also want to delete the synced data: Support → Request data purge for [integration].