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    Available on All Plans

    Push Your Client Data Directly Into Your CRM

    Connect Auditic to HubSpot, Salesforce, Pipedrive, and 1,000+ CRMs via Zapier. No manual exports. No copy-pasting. One click and your data is there.

    How It Works

    Set up once in under 5 minutes. Then push your Auditic data to any CRM with one click.

    01

    Create a Zap in Zapier

    Go to zapier.com, create a new Zap, and choose Webhooks by Zapier → Catch Hook as your trigger.

    02

    Paste the Webhook URL into Auditic

    Copy the unique webhook URL Zapier gives you and paste it into the Integrations tab in Account Settings.

    03

    Test the connection

    Click Test to send a sample payload and confirm Zapier receives it. Check your Zap history to verify.

    04

    Choose your action

    In Zapier, set the action to Create or Update a Contact, Deal, or Company in HubSpot, Salesforce, Pipedrive, or any other CRM.

    05

    Send data with one click

    Back in Auditic, select a client and choose what to send — then hit Send to CRM. Done.

    What Gets Sent to Your CRM

    Choose exactly which data types to include in each push.

    Client Data

    • Company name
    • Industry
    • Size
    • Email & website

    Contacts

    • Contact name
    • Role & department
    • Email & phone
    • LinkedIn URL

    Opportunities

    • Opportunity title
    • Status & quadrant
    • Impact & effort score
    • Description

    Works with Your CRM

    Auditic sends data via standard Zapier webhooks — compatible with every CRM on the Zapier platform.

    HubSpot
    Salesforce
    Pipedrive
    Zoho CRM
    Monday.com
    Notion
    Airtable
    Google Sheets
    Slack
    Microsoft Teams
    + 1,000 more

    Structured Data, Every Time

    Every webhook payload follows a consistent JSON schema so your Zap mappings stay stable.

    auditic → zapier payload
    {
      "source": "auditic",
      "timestamp": "2026-02-18T14:30:00Z",
      "client": {
        "name": "Acme Corp",
        "industry": "Finance",
        "size": "50-200"
      },
      "contacts": [
        { "name": "Jane Smith", "role": "CTO", "email": "jane@acme.com" }
      ],
      "opportunities": [
        {
          "title": "Invoice Automation",
          "status": "Proposed",
          "quadrant": "QuickWin",
          "impact": 8,
          "effort": 3
        }
      ]
    }

    Ready to Experience CRM Integration?

    Join consultants and teams using Auditic to deliver better results, faster.

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