Exporting to your CRM

DeedPulse is opinionated about prospecting and intentionally light on long-tail CRM features. Once an opportunity moves past the early outreach stages, you'll usually want it in your CRM of record.

Per-opportunity push

From any opportunity detail page, click Push to CRM to send a single record. Field mapping is configurable per integration.

Bulk export

From any pipeline view (filtered or unfiltered), Export → CSV produces a download with every visible opportunity, every outreach touch, and every note. CSVs are ideal for quick imports into legacy CRMs without a direct integration.

Live integrations

DeedPulse supports direct sync with:

• HubSpot — opportunities become Deals; outreach touches become Engagements.
• Salesforce — opportunities become Leads (or Opportunities, configurable); outreach touches become Tasks.

Sync is one-way (DeedPulse → CRM) by default. Two-way sync is configurable per field on request.

Webhooks

For bespoke workflows, every stage change and outreach event can fire a webhook. Webhook configuration lives in Settings → Integrations. Payloads are JSON and signed.

What stays in DeedPulse

The pipeline UI, AI personalization, and outreach templates are DeedPulse-native and not pushed to your CRM — only the structured opportunity record and the activity log are synced.