CRM rollout map

CRM PULSAR, Less Annoying CRM, and monday.com can run together today. Freshworks remains an optional adapter, and additional CRM adapters can be added without rewriting the core event layer.

Freshworks CRM Optional adapter for contact, note, and task sync.
Available
HubSpot Adapter design in progress for contact + engagement mapping.
Next wave
Salesforce Enterprise track for task/activity + opportunity workflows.
Enterprise priority
Zoho CRM SMB adapter with timeline and note sync.
Planned
Pipedrive Deal-centric mapping for smaller sales teams.
Planned
Custom CRM (API) Webhook and event ingestion layer for internal systems.
Available in Enterprise

How rollout works

1. Event normalization

RingCentral sessions, presence events, and call logs are normalized into a common schema.

2. Contact resolution

Phone numbers are deduplicated and mapped to the correct CRM records.

3. Activity writeback

Call notes, transcript snippets, and outcomes are written with idempotent sync rules.

4. Workflow automation

Post-call actions and analytics can trigger follow-ups, tasks, and scoring pipelines.

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