Integrations are the backbone of automation inside your workspace. By connecting your CRM platforms (like Pipedrive, Salesforce, or HubSpot) and enabling website tracking, you ensure leads flow seamlessly, tasks are automated, and your agents work smarter, not harder.
Whether you want to automatically push new leads from outreach campaigns into your CRM, assign ownership dynamically, or capture traffic insights from your website, everything starts with the Integrations panel.
In this overview, we’ll cover:
Let’s get started 🚀
Navigation
Step 1: Log in to your account and click the Account icon in the bottom-left sidebar.
Step 2: Select the Settings option to access the Account Details page.
Step 3: In the Settings page, click the Integrations tab at the top.
You’re now in the Integrations page, where you can connect CRMs, marketing platforms, and website tracking.
CRM Integrations
Integrate with your CRM or automation platform to auto-transfer leads, manage owners, and keep contact records up-to-date.
Integration | Description | References |
Pipedrive | Sync your PipeDrive CRM to transfer leads automatically and manage them efficiently. | For more |
Zapier | Use Zapier to automate tasks between B2B Rocket and 1000+ apps. | For more |
Salesforce | Connect your Salesforce instance to automate daily lead tasks. | For more |
Zoho | Auto-sync and manage your Zoho CRM leads from campaigns. | For more |
HubSpot | Assign owners and sync leads between HubSpot and your agents. | For more |
Website Tracking
Website Tracking helps you capture visitor activity and behavior from your connected domains, allowing AI Agents to personalize outreach based on interest and visit history. It’s a powerful way to link web engagement with CRM automation.