> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your CRM

> Sync customers and deals from HubSpot or Pipedrive into your Qwoty workspace.

Connecting a CRM lets Qwoty pull in your customers and contacts so reps can build quotes without re-entering data. The connection uses OAuth — Qwoty never stores your CRM password.

**Time:** \~5 minutes per CRM **Supported CRMs:** HubSpot, Pipedrive

<Info>
  You must have the **Admin** role to connect or disconnect integrations.
</Info>

## Before you start

You'll need:

* Admin access to your Qwoty workspace
* A HubSpot or Pipedrive account with permission to authorize third-party apps

## Connect a CRM

<Steps>
  <Step title="Go to Integrations">
    Go to **Settings → Integrations**. You'll see a grid of available providers.
  </Step>

  <Step title="Find your CRM">
    Locate the **HubSpot** or **Pipedrive** card in the list.
  </Step>

  <Step title="Start the connection">
    Click **Connect** on the CRM card. A new browser tab opens with your CRM's OAuth authorization page.
  </Step>

  <Step title="Authorize Qwoty">
    Log in to your CRM if prompted, then approve the access request. Qwoty requests access to companies, contacts, and deals.

    <Tip>
      Authorize with an account that has access to the data you want to sync — typically a CRM admin or the account owner.
    </Tip>
  </Step>

  <Step title="Return to Qwoty">
    After you approve, you're redirected back to the Integrations page. The CRM card now shows **Connected**.

    <Check>
      CRM connected. Qwoty will start syncing customers and contacts into your workspace.
    </Check>
  </Step>
</Steps>

## What syncs

Once connected, Qwoty imports the following records from your CRM.

<Tabs>
  <Tab title="HubSpot">
    | CRM record | Qwoty record                              |
    | ---------- | ----------------------------------------- |
    | Companies  | Customers                                 |
    | Contacts   | Contacts linked to customers              |
    | Deals      | Available as context when building quotes |

    For full field mapping and sync frequency, see the [HubSpot integration reference](https://docs.qwoty.io/hubspot).
  </Tab>

  <Tab title="Pipedrive">
    | CRM record    | Qwoty record                              |
    | ------------- | ----------------------------------------- |
    | Organizations | Customers                                 |
    | Persons       | Contacts linked to customers              |
    | Deals         | Available as context when building quotes |

    For full field mapping and sync frequency, see the [Pipedrive integration reference](https://docs.qwoty.io/pipedrive).
  </Tab>
</Tabs>

## Disconnect a CRM

To disconnect, go to **Settings → Integrations**, find the connected CRM card, and use the card menu to disconnect.

{/* TODO: Verify exact disconnect UI label and location — confirm whether it's in a "⋯" menu or a button on the card */}

Existing customer data already imported into Qwoty is not deleted when you disconnect.

## What's next

<CardGroup cols={2}>
  <Card title="Customize your brand kit" icon="palette" href="/getting-started/setup/brand-kit">
    Upload your logo, pick your colors, and brand your quotes.
  </Card>

  <Card title="Send your first quote" icon="file-invoice-dollar" href="/getting-started/setup/first-quote">
    Create a quote and send it to a customer.
  </Card>
</CardGroup>