--- title: Transfer Leads to Connected Apps description: Transfer Leads to Connected Apps --- [Skip to content](https://help.b2brocket.ai/transfer-leads-to-connected-apps-#main-content) English Show submenu for translations ![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:support@b2brocket.ai) [Contact us](mailto:support@b2brocket.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en) 2. [Contacts](https://help.b2brocket.ai/contacts?hsLang=en) # Transfer Leads to Connected Apps Transferring leads allows you to move your qualified leads from the platform directly into your connected CRM systems. Whether you're using **HubSpot**, **Zoho**, **Pipedrive**, or **Salesforce**, this functionality ensures that all lead data is centralized, trackable, and actionable within your existing sales workflows. You can initiate transfers manually or automate them by enabling auto-sync options in each integration, making it easier for your team to manage follow-ups and close deals faster. - [Navigation](https://help.b2brocket.ai/transfer-leads-to-connected-apps-#Navigation) - [Transfer Leads](https://help.b2brocket.ai/transfer-leads-to-connected-apps-#Transfer-Leads) Let’s get started 🚀 ### Navigation **Step 1**: Log in to your account and click the **Leads** icon in the left sidebar. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/837ffc62-a3a4-4069-be97-3932d607acbf.png?width=670&height=354&name=837ffc62-a3a4-4069-be97-3932d607acbf.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777403876/65dc1411de6a40c8a155222c99dd/837ffc62-a3a4-4069-be97-3932d607acbf?expires=1761286500&signature=1cee7271038d4199c8cecb83d5764b5a21b2c72e4b66e62c6bf2bfc75dd56626&req=dScgEc1%2BnolYX%2FMW1HO4zWh1R%2B23VtuQryavjvHp8V8EiRD7%2Fn50hFZzU4GB%0A72EjVuep4Je1TVyrANI%3D%0A) You will be navigated to the **Leads** page. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/33b7ad56-35b7-48e9-9556-8840793c72ef.png?width=670&height=308&name=33b7ad56-35b7-48e9-9556-8840793c72ef.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777404048/fe485f3d1abb17cd57387c97f7b1/33b7ad56-35b7-48e9-9556-8840793c72ef?expires=1761286500&signature=15acf23aa90315d14167c00e1385d93bbd66c24dbc1ed9d07dbd36707daaa9b2&req=dScgEc1%2BmYFbUfMW1HO4zXG%2BKH1T3IMlkyheumkg6Nwq52ml%2FxdFbcFbyiQi%0AMOMy1fsKJdlIuLGNb1k%3D%0A) **Step 2**: Click on the **Transfer To** drop-down menu at the top right corner to view various lead transfer options. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/45736d7e-307e-43e6-90be-2c888afb6b24.png?width=670&height=294&name=45736d7e-307e-43e6-90be-2c888afb6b24.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777404216/dfc15cae2d2316ab13d3a8cfebf8/45736d7e-307e-43e6-90be-2c888afb6b24?expires=1761286500&signature=78018e3d0f8058f17b6f948559b0534412cfe6a27f0a25cace2f483c4409f9ae&req=dScgEc1%2BmYNeX%2FMW1HO4zSzdzBhG1W63O%2BoFi3heNf5QQNPAQVz0IHNmL9wg%0Ab8I6ARlE1tw%2BiZSoAj4%3D%0A) Here you will view options such as **Pipedrive**, **Zoho**, **HubSpot**, and **Salesforce**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/c6c89c6a-9bec-4722-9193-1a77316b040b.png?width=670&height=347&name=c6c89c6a-9bec-4722-9193-1a77316b040b.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777404402/0932248db08d3b6486cd2153dfc7/c6c89c6a-9bec-4722-9193-1a77316b040b?expires=1761286500&signature=10f199087c181e261111d5069fa5d5bd8f7f604b2657e3053752504387f862b0&req=dScgEc1%2BmYVfW%2FMW1HO4zd3cqUSNFHvpFtsCuhX0gHjdGR%2Fcy%2BWNqS2iL%2BtD%0AQ%2F8UyM09tWQ0BBWPzWk%3D%0A)   | **Integration** | **Description** | | --- | --- | | **HubSpot** | Sync leads directly to HubSpot CRM for contact management, pipeline tracking, and workflow automation. [For More](https://b2brocket-22799402.hs-sites.com/knowledge-base/connect-with-hubspot-b2b-rocket-help-center?hsLang=en). | | **Zoho** | Transfer leads into Zoho CRM for deal tracking and follow-up. [For More](https://b2brocket-22799402.hs-sites.com/knowledge-base/connect-with-zoho-b2b-rocket-help-center?hsLang=en). | | **Pipedrive** | Push leads to Pipedrive’s sales pipeline to manage prospects visually and automate activity tracking. [For More](https://b2brocket-22799402.hs-sites.com/knowledge-base/connect-with-pipedrive-b2b-rocket-help-center?hsLang=en). | | **Salesforce** | Integrate with Salesforce to send leads into your organization’s CRM. [For More](https://b2brocket-22799402.hs-sites.com/knowledge-base/connect-with-salesforce-b2b-rocket-help-center?hsLang=en). | ### Transfer Leads Use the transfer option to send selected leads from the platform directly to your connected CRM apps. **Step 1**: Click on any **lead** that you want to transfer. For example, click on **Ian**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/dd37cae8-d062-46ce-92b1-3ab7bf3c3495.png?width=670&height=316&name=dd37cae8-d062-46ce-92b1-3ab7bf3c3495.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777404581/288a857b85bdc064d38c9a4a4925/dd37cae8-d062-46ce-92b1-3ab7bf3c3495?expires=1761286500&signature=016054de58482cae705a585bc518ed9cd3c896b5071855681d9c63af66dc5551&req=dScgEc1%2BmYRXWPMW1HO4zTpp%2BXAR8MVcMSMvQaOa%2B0h%2BN0GRwiG6LSmWbNU3%0AS21JS9rJXakTh2BEb6w%3D%0A) **Step 2**: Click on the **Transfer To** drop-down menu and select the option to which you want to transfer the leads. We will proceed with **Zoho** integration. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/e5f817cf-c100-4ce5-9ab0-abda83760c77.png?width=670&height=325&name=e5f817cf-c100-4ce5-9ab0-abda83760c77.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777405134/67ae3916dd56f98f21990933b786/e5f817cf-c100-4ce5-9ab0-abda83760c77?expires=1761286500&signature=8af089dc877019e1a5a7dad35b758bc2f5b46ddebd381a10f9b736910ff84fb4&req=dScgEc1%2BmIBcXfMW1HO4zRk6l%2BdAb5nI8hGCH%2BbDEjfA%2BzbUkn5ku0VXlgPe%0AZ2iXplhHr8Jr24ORBnI%3D%0A)   | ***NOTE:*** *The lead will transfer only if it was not initially posted on the particular platform.* | | --- | **Step 3**: Click on the **Transfer** button to transfer the lead to **Zoho**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/573991c7-4dff-4656-a86e-28586888e47e.png?width=670&height=228&name=573991c7-4dff-4656-a86e-28586888e47e.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777405420/1c6cf245882e4971c579bcee143b/573991c7-4dff-4656-a86e-28586888e47e?expires=1761286500&signature=66012b323a723f86d5aa286511fc4c31f3b5377709c2bf854da5de4e48b0539c&req=dScgEc1%2BmIVdWfMW1HO4zTXCsaRPSSjQRQblXqWovgim%2BHO7VsOZ4akyo5MA%0AvWZrVW3nyJw4Rj1Oc1E%3D%0A) Your lead will be transferred successfully. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/eafca7f8-e918-479a-a265-268d1e216004.png?width=652&height=136&name=eafca7f8-e918-479a-a265-268d1e216004.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777420056/b7437eea749d6cce1f26ed5d053d/eafca7f8-e918-479a-a265-268d1e216004?expires=1761286500&signature=84f92a7e156494ca03dc909df3c9124ceccf485e4e37ce4b64bee6636c38db6a&req=dScgEc18nYFaX%2FMW1HO4zYWfST4JCDOss9Hc8HnmyL8%2Fht9jAQXgsK2TxDwR%0AMkN9C3RU5ydYDinFsgI%3D%0A) Here you can view your transferred lead on **Zoho**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/5c07f625-d41a-4ffb-922b-3a97593557b5.png?width=670&height=255&name=5c07f625-d41a-4ffb-922b-3a97593557b5.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1777420307/fc0bc00175ac3dda4c820ce4c54a/5c07f625-d41a-4ffb-922b-3a97593557b5?expires=1761286500&signature=b154d49438bd6b84f36e3de38337059383b71029ea66d7ac8be8e07227b36ea2&req=dScgEc18nYJfXvMW1HO4zZ%2BMjN%2FSqAiA1%2B%2Ff7Yjr4zOyijf1%2Fthq%2FK6qLlFH%0ALMwbEIiigR%2B4m3gRDeM%3D%0A) | ***NOTE****: The **transfer** option will appear only for the integrations that are **connected**.* | | --- |   - [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content) - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users) - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users) - [Contacts](https://help.b2brocket.ai/contacts?hsLang=en) - [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en) - [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en) - [Settings](https://help.b2brocket.ai/settings?hsLang=en) - [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content) - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents) - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub) - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes) - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting) [![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png "B2B Rocket Logo (primary)-1")](http://b2brocket.ai) [mailto:support@b2brocket.ai](mailto:support@b2brocket.ai) Copyright © 2026, B2B Rocket