Skip to content
CustomerCatalystCustomerCatalystCustomerCatalyst Help

Integrations

View as Markdown

CustomerCatalyst gets its data from three places:

  • Your CRM. Companies, contacts, calls, meetings, tasks, notes, deals and (from HubSpot) tickets sync in every night, and whenever you press Sync now.
  • Your product. A small script on your site sends usage events. They feed each customer’s product usage score.
  • Your team. Everything you add in CustomerCatalyst itself.

You can also connect an AI client such as Claude, so it can read your customer data and, if you allow it, create and update records.

Open Integrations in the sidebar to find all of them. Connecting a CRM needs an organization admin.

Connect a CRM

Section titled “Connect a CRM”
HubSpotConnect, permissions, what syncs, reconnect.
PipedriveConnect, permissions, what syncs, reconnect.
Field mappingChoose which CRM field fills which CustomerCatalyst field.
SyncingNightly sync, Sync now, and what a sync changes.

Send product usage

Section titled “Send product usage”
Track product usageAdd the tracking script and send events from your product.
Metrics APISend metric values from your server instead.

Connect an AI client

Section titled “Connect an AI client”
Claude and other AI clientsConnect through the MCP server, choose what it may see, revoke it.