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). Bidirectional on the roadmap for Q3 2026.

Salesforce

Native Q2 2026.

In the meantime: if you use Salesforce, import via CSV (see Import CSV) and complement with Gmail/Calendar for a live timeline.

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. Backfill last 90 days.

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

What it syncs:

• Customer conversations.
• NPS and CSAT responses.
• Events (if you send them to Intercom).

How to connect:

1. Admin → Integrations → Intercom → Connect.
2. OAuth.
3. Map Intercom Companies → LealUp customers.

Freshdesk, Help Scout, Front

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

Product analytics

PostHog

What it syncs:

• Usage events → Product usage dimension of the score.
• Funnels and feature adoption.

How: via PostHog API + projection in LealUp.

Mixpanel

Similar to PostHog, connector in beta.

Amplitude

Planned Q2 2026.

Custom (via API)

If you use a proprietary system or one not listed, you can send events directly via POST /v1/ingest/events. See Event ingestion.

Database / data warehouse

Snowflake, BigQuery, Redshift

For enterprise customers with their own data warehouse:

1. Admin → Integrations → Data Warehouse → Connect.
2. Read-only credentials.
3. Define queries that extract signals (e.g., "active users per customer per day").
4. Schedule sync (hourly, daily).

Use cases:

• Custom health dimensions based on proprietary metrics.
• Enrich customers with fields that live in the data warehouse (firmographics, ICP score, etc.).

Enterprise only feature — requires Scale plan or higher.

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, Jira, or Intercom. 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 analytics — PostHog/Mixpanel. The most impactful for health but also the most technical.
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.
• We comply with LGPD, GDPR, SOC 2 for credential handling.

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].