Connect your CRM - Driven Knowledge Base

Connect a CRM before you ask the Driven Agent to build a plan. It looks up deal fields such as stage, owner, amount and close date, and the plan calculates commission from those deals. Open Integrations in the sidebar. A connected CRM shows Connected. Click Connect on HubSpot, Salesforce or Pipedrive.

Integrations cards for HubSpot, Pipedrive, Salesforce and Claude (MCP)

Sync runs about once an hour. The first sync brings in history. A new CRM user is created as Imported from CRM. Invite the people who should sign in. See Invite and enable users. Currency conversion, reconnecting and disconnecting are on Integrations. When the CRM is connected, build your first plan with the agent.