uman connects to your CRM so that your meetings, outreach, and account 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.
With HubSpot and Salesforce, uman also reads the emails logged on a company in your CRM over the last two years. They feed the company's activity summary and what uman writes for you about it, and you can read them in the Emails tab of the summary's sources. Emails sent only between colleagues are left out, and uman never sends or changes emails in your CRM. With HubSpot, emails appear once a colleague working on the company has reconnected HubSpot and approved the new permission to read emails.
š” Your words may differ. uman uses the words of your CRM: with HubSpot you'll see companies and deals, and with Salesforce, Microsoft Dynamics, SAP Sales Cloud or Odoo accounts and opportunities. Screenshots show HubSpot's words.
š Supported platforms
HubSpot
Salesforce
Microsoft Dynamics
Odoo 18 & 19
š§ Key principles
You're always in control. uman is deterministic by design: nothing is updated or created 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 uman works within the exact access your CRM already grants you, and records created or updated in the CRM are attributed to that person directly, not to uman, not to an admin.
Shared context. Once a company or deal is linked, everyone working on it sees the same CRM context, while your CRM's own permissions still apply. Emails are the exception: everyone who can open the company in uman can read its emails, not only the people on them.
No deletions, with one exception. uman can create and update records, but never deletes records in your CRM. The one exception: when you delete a note in uman that was synced to your CRM, its copy in your CRM is deleted too.
š Coming soon
Even more admin control is on its way:
Master data control - only link to records that already exist in your CRM.
Record creation checks - duplicate lookup and required fields when creating records.
Data enrichment safeguards - mismatch warnings, with updates always user-initiated.
ā” The four main things you can do
š¤ 1. Link deals to a meeting
Link one or more deals from your CRM to a meeting, or create a new one in your CRM. You'll find them under Running deals (or Running opportunities) on the meeting. The link is shared across your workspace: one person sets it up, everyone sees it. On the Deals (or Opportunities) page, each deal shows its stage, owner and created date from your CRM. See Managing your deals for the full flow.
š 2. Push notes and updates after a meeting
After a meeting, choose what to send back to your CRM, in the meeting follow-up:
Push note to your CRM sends the meeting note to each deal and company you pick.
Update deals (or Update opportunities) changes the stage and fields of each deal. Only the fields you change are sent.
Nothing is pushed until you click it.
š¤ 3. Link or create contacts
From the Contacts page, link contacts to existing CRM records 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. You can also link a contact to your CRM when you reach out to a signal's suggested contacts: see Reviewing and acting on signals.
š¢ 4. Push notes to companies
The meeting note can go to every company in the meeting as well as its deals. A company marked Only in uman isn't linked to your CRM yet: link it when you add it, or any time from the company page.
š« What uman does not do automatically
No background updates: uman never writes to your CRM without you triggering it
No automatic record creation: uman won't create deals, contacts, or companies unless you explicitly ask it to
No deletions: uman never deletes records in your CRM. Only deleting a synced note in uman also deletes its copy in your CRM
ā Setting this up for your team? Test every CRM interaction end to end on your own system first: Validate your CRM integration.