uman connects to your CRM so that your meetings, outreach, and customer activity stay in sync with your pipeline — without manual data entry. You work in uman; your CRM stays up to date.
The integration works in both directions: uman reads your existing deals, contacts, accounts, and pipelines from your CRM, and writes back notes and stage updates after meetings — always on your terms, never automatically in the background.
Supported platforms
HubSpot
Salesforce
Microsoft Dynamics
Key principles
You're always in control. uman is deterministic by design — nothing syncs automatically. Every action happens because you triggered it, so you always know exactly what's been sent to your CRM.
Personal credentials. uman uses a user-level integration — not a system integration. Each team member connects their own CRM account individually, so records created or updated in the CRM are attributed to that person directly — not to uman, not to an admin.
No deletions — ever. uman can create and update records, but will never delete anything from your CRM.
The four main things you can do
1. Link a deal to a meeting
Connect any meeting to an existing deal in your CRM, or create a new one if it doesn't exist yet. The link is shared across your workspace — one person sets it up, everyone sees it.
2. Push notes and updates after a meeting
After a meeting, choose what to send back to your CRM: meeting notes, the AI summary, deal stage, and contact detail updates. Nothing is pushed without your confirmation.
3. Link or create contacts
From the outreach section, link prospects to existing CRM contacts or create new ones with data pre-filled from what uman already knows — name, email, phone number, job title. If any details have changed, you can push specific fields back to the CRM.
4. Push notes and updates for customer accounts
Same as with deals — after a customer meeting, you can push notes, the AI summary, and account-level updates directly to the linked CRM account.
What uman does not do automatically
No background syncing — uman never reads or writes to your CRM without you triggering it
No automatic record creation — uman won't create deals, contacts, or accounts unless you explicitly ask it to
No deletions — ever