CRM Integrations FAQs (Part of Crexi’s Integrations Hub Beta)

Connect your CRM to Crexi to sync leads and listing activity. Setup steps, supported CRMs, and troubleshooting included.

What is the Integrations Hub beta?

Crexi’s Integrations Hub beta connects the tools you already use—starting with CRM platforms and expanding into file storage, e-signature, and communication tools. These integrations reduce manual work, streamline workflows, and make Crexi even more valuable in your day-to-day.

What are CRM integrations?

CRM integrations allow you to automatically sync new Crexi leads—including contact details and listing engagement—directly into your CRM. No manual entry or data exports needed.

This feature is part of the Integrations Hub beta, our growing ecosystem of tools designed to connect Crexi with the platforms that power your business.

Which CRMs are currently supported?

Salesforce
Zoho CRM
HubSpot
Pipedrive
Follow Up Boss

More CRMs are in development! If you are part of our beta program you can request your preferred CRM or additional integrations using the “Tell us what you need” link in the Integrations tab.

Who can use CRM integrations?

Our beta CRM integrations are currently available to select users with eligible Crexi PRO or Enterprise plans. Each integration is connected to a single user’s Crexi + CRM account—ideal for brokers, admins, or individual team members.

What lead data is synced?

We sync the following fields from Crexi to your CRM:

First & Last Name
Email & Phone Number
Company & Industry Role
Property Name, ID, and Address
Level of Interest
Last Action Date
Lead Source (Crexi)

This data helps you track engagement and follow up with high-intent leads directly from your CRM.

Is the sync one-way or two-way?

The sync is currently one-way only: Crexi → CRM.

Crexi does not pull or store any data from your CRM.

When does a lead sync?

A lead is synced when a user engages with one of your listings—such as viewing a flyer or submitting interest. Most leads sync in real time, typically within seconds.

Can I sync historical leads?

Not yet. During beta, only new leads captured after integration setup are synced. Support for historical sync is on our roadmap.

How do I set it up? (currently only available to select beta users)

Setting up a CRM integration is fast and code-free:

Go to the Integrations tab in your Crexi account
Select your CRM
Log in securely via OAuth
Choose your record type and mapped fields
Start syncing new leads automatically

Can I map custom fields?

Currently, only standard CRM fields are supported.

If you have a custom field requirement, contact support@crexi.com.

Can my entire team use a shared connection?

Not at this time. CRM integrations are 1:1—each team member needs their own PRO account and their own CRM login.

Is my data secure?

Yes. Security is a top priority. Here’s how we protect your data:

OAuth 2.0 login—no passwords shared or stored
End-to-end encryption
Only your Crexi lead data is shared
We do not access or store your CRM data

Can I disconnect or switch CRMs?

Yes. You can disconnect at any time via the Integrations tab.

You can also switch CRMs by disconnecting your current one and setting up a new connection.

What happens if a sync fails?

Crexi automatically retries failed syncs. Common issues include:

Expired login token
Duplicate records
Missing required fields
Format mismatches

If you need help, email support@crexi.com with your CRM name, Crexi email, and a quick summary of the issue.

What’s coming next in the Integrations Hub beta?

Our Integrations Hub beta is growing quickly. Upcoming categories we're exploring during beta include:

Additional CRMs (e.g. Click-Up)
File storage (e.g., SharePoint)
Contract tools (e.g., DocuSign)
Messaging and collaboration (e.g., Slack, Teams)

Want to shape what’s next? Submit your integration request through the “Tell us what you need” link on the Integrations tab.

CRM Integrations FAQs (Part of Crexi’s Integrations Hub Beta) | Crexi Help Center