Overview
Multi-CRM scenarios appear in agencies and holding companies. Bidirectional sync across Zoho CRM, Freshsales, Copper, or Insightly requires explicit merge rules and often custom field dictionaries per tenant.
What data is involved
- Per-connector entity mapping with tenant scoping.
- Owner and team mapping tables.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → Multi-CRM.
- Choose the external CRM and authenticate.
- Map entities, owners, and stage dictionaries; run a validation sync.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → Multi-CRM.
- Choose the external CRM and authenticate.
- Map entities, owners, and stage dictionaries; run a validation sync.
Best practices
- Run parallel reconciliation reports weekly during rollout.
- Document escalation when the same email exists in two CRMs.
Best for & common use cases
Consolidation projects and partner agencies managing multiple CRM backends.
- Agency holding shared pipelines while clients stay on their CRM of choice.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.