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CRM sync (Salesforce & HubSpot)
Log every booking to your CRM automatically - contact plus meeting activity.
Native CRM sync means every booking becomes a record in Salesforce or HubSpot without anyone typing it in. DayOtter finds or creates the guest as a contact and logs the meeting as an activity against them - updated when the booking moves, closed when it's cancelled.
Connect
- Register an OAuth app with your CRM (redirect: ${APP_URL}/api/integrations/crm/<provider>/callback).
- Set the provider's client id and secret in DayOtter's environment.
- Go to Settings → CRM and connect - one click, no keys to paste into DayOtter itself.
What gets synced
- Contact - matched by email or created (no duplicates).
- Meeting - a Salesforce Event or a HubSpot meeting engagement, associated with the contact.
- On reschedule - the same activity is updated; on cancel, it's closed/removed.
Heads up
CRM sync is currently in beta. Test it against a sandbox org before pointing it at production data, and watch Settings → CRM for the last-sync status.
Related guides
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