Import contacts from your CRM and sync activity back, for yourself or the whole org.
In Settings → Connected Accounts, flip on Salesforce or HubSpot and sign in when prompted. This is your personal connection.
HubSpot works the same way. Emails, calls and meetings Artra logs are written back to the contact in the CRM.
To pull people in, go to "Contacts".
Click "Add contacts".
Click "Import from Salesforce" or "Import from Hubspot", pick a list or view, and map fields. Existing contacts are matched by email so nothing duplicates.
Admins can connect once for the whole org under Org settings → CRM Integrations, so every rep syncs without their own login.
