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CRM integrations

The CRM your team sells from every day. This is where the sales admin does most of its work.

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Attio

Go Fig reads your Attio deals, people, and notes, builds your brief, and logs tasks and record updates back after your OK.

CRM

Go High Level

Go Fig reads your Go High Level contacts, opportunities, and pipelines, builds your brief, and logs updates back after your OK.

CRMMarketing

HubSpot

Go Fig reads your HubSpot deals, contacts, and companies to keep records current and draft follow-ups.

CRM

LinkedIn Profile

Upload your LinkedIn connections so Go Fig can treat them as a relationship graph you own, next to the deals you already work.

CRM

Pipedrive

Go Fig reads your Pipedrive deals, people, and organizations, builds your brief, and logs tasks, notes, and deal updates back after your OK.

CRM

Salesforce

Go Fig reads your Salesforce accounts, opportunities, and activity, builds your brief, and logs tasks, notes, and updates back after your OK.

CRM

Zoho CRM

Go Fig reads your Zoho CRM contacts, accounts, leads, and deals, builds your brief, and logs tasks and updates back after your OK.

CRM
Not available yetMicrosoft Dynamics 365Outreach

What the CRM connection does for an MSP account executive

It works inside the CRM you already use

Go Fig reads your deals, contacts, and the calls and emails logged against them. Then it drafts the note, the stage change, and the next step that keep each deal current. Nothing lands in the CRM until you approve it.

Stage moves wait for your OK

Go Fig can move a deal to the next stage and tells you what that stage needs before it moves. A new contact or deal comes with every field your CRM requires, so nothing is half filled in.

Your PSA keeps its own job

Tickets, agreements, and billing stay in ConnectWise, Autotask, or HaloPSA. Go Fig has no PSA connector and builds no quotes. It keeps the sales side of each account current.

Not on HubSpot or Salesforce?

Pipedrive, Zoho CRM, Attio, Go High Level, and all other major CRMs connect too, with the same approval on every change. LinkedIn Profile adds the people you already know as a map of warm paths into an account, not a lead list.

Don't see a tool your team uses?

Tell a solutions engineer what your team uses. You'll see what connects on the call.

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