How to connect Hubspot, Pipedrive or Salesforce

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 17th, 2025

For consolidated companies, CRM connections are made in the parent company. 

Note that your CRM currency must match the currency of your ScaleXP organization. 

Here's how to connect your CRM to ScaleXP:

Go to Load Data (top navigation) > Connections (left sidebar)

Ensure you have the correct permissions (for example, in Hubspot it is “App Marketplace Access”

Click on the large square button: + Add a Connection.

  • Select your CRM from the options shown;
  • Use the Sync button to connect your data.