Venta AI connects to your CRM so that your outreach builds on what your team already knows, and so that everything Venta AI finds and every conversation it starts ends up back in your CRM. The connection works both ways.
We connect to the most common CRMs, including HubSpot, Salesforce, Pipedrive, Odoo, Attio and Microsoft Dynamics. If you use another CRM, contact us.
Connecting your CRM
- In Venta AI, open Settings → Integrations and choose your CRM.
- Follow the steps shown there. Depending on the CRM, you approve access in your CRM or paste a key from it. Some CRMs only let an administrator do this.
Venta AI then imports your CRM data and keeps it in sync automatically. You can disconnect at any time from the same page; Venta AI then removes its copy of your CRM data.
What Venta AI reads from your CRM
- Your companies, contacts and deals, including custom fields
- Owners and statuses, so you can keep existing customers, open deals or a colleague's accounts out of your outreach
- Lists, so you can start a campaign from one
- Opt-outs, where your CRM records them, so nobody who asked not to be contacted is contacted
What Venta AI writes to your CRM
- New companies and contacts it finds, matched to your existing records so nothing is duplicated
- Empty fields filled in from its research, if you choose to map them. Venta AI never overwrites what your team entered.
- Replies and conversations from your outreach
Data protection
Venta AI only accesses the data it needs for the features above, and you can revoke access at any time, from Venta AI or from your CRM. Some CRMs are connected through our integration partner Apideck BV (Antwerp, Belgium); details at https://compliance.apideck.com. More on how we handle data: https://trust.getventa.ai