CRM setup guides
Connect your CRM once and every sale verifies itself: move a deal to the right stage and Heimdell texts the customer, then writes the result and certificate back to the deal. We only publish a guide after we have tested that CRM live, end to end.
HubSpot
✓ Tested live 5 October 2026Move a deal to “Awaiting verification” and Heimdell texts the customer a verification link. The result and certificate ID are written back to the deal.
Works on: Every HubSpot plan, including the free CRM.
Coming next
The connector already supports Salesforce, Zoho CRM, Close. Each guide goes up here once we have tested it live. Using one of these, or a different CRM? Tell us and we will set it up with you.
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