CRM Integrations

Connect your CRM to Pigeon Perch to keep your contact lists synchronized. When a contact is added or updated in your CRM, the changes flow into Pigeon Perch automatically, and vice versa.

Supported CRMs

ProviderAuth MethodStatus
HubSpotPrivate App TokenAvailable
SalesforceOAuth 2.0Coming soon
Zoho CRMOAuth 2.0 / API KeyComing soon
PipedriveAPI TokenComing soon

Connecting HubSpot

  1. Go to Integrations in the dashboard sidebar
  2. Click Connect on the HubSpot card
  3. Create a Private App in your HubSpot account (Settings > Integrations > Private Apps)
  4. Grant the scopes: crm.objects.contacts.read and crm.objects.contacts.write
  5. Copy the access token and paste it into Pigeon Perch
  6. Choose your sync direction and click Connect

Sync Directions

  • Both ways: Changes in either system sync to the other
  • CRM to Pigeon Perch: Contacts flow from HubSpot into Pigeon Perch only
  • Pigeon Perch to CRM: Contacts flow from Pigeon Perch to HubSpot only

Field Mapping

By default, these fields are mapped between systems:

Pigeon PerchHubSpot
Emailemail
First Namefirstname
Last Namelastname
Phonephone
Companycompany
Citycity
Statestate
Countrycountry
Postal Codezip

Conflict Resolution

When the same contact is modified in both systems between syncs, the configured conflict resolution strategy determines which version wins:

  • Last write wins (default): The most recently updated version takes priority
  • CRM wins: HubSpot data always overwrites Pigeon Perch data
  • Pigeon Perch wins: Pigeon Perch data always overwrites HubSpot data

Disconnecting

You can disconnect a CRM integration at any time from the Integrations page. Contacts already synced remain in Pigeon Perch. Sync state is preserved in case you reconnect later.

API Endpoints

MethodPathDescription
GET/crmList all CRM integrations
POST/crm/connectConnect a CRM provider
GET/crm/:idGet integration details
GET/crm/:id/statsGet sync stats
PATCH/crm/:idUpdate settings
DELETE/crm/:idDisconnect
CRM Integrations — Pigeon Perch Docs