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Can I integrate Stan with my CRM?

Written by Ulric Musset

Yes, on hours plans. Connect your CRM from Integrations (HubSpot, Salesforce and many others), and Stan can work in it from chat, for example to look up a contact or add a new one. He asks you before changing anything. Stan's Leads and your CRM don't sync automatically.

Don't see your CRM? Search for it on the Integrations page and click Request. On an older (legacy) plan, use the file import and export below.

Moving leads in bulk

  • Bring leads in: import a CSV from your CRM on the Leads tab (see How to import your own leads).

  • Get leads out: export your Stan leads to CSV anytime from the Leads tab to sync them back into your CRM.

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