If you’re drowning in spreadsheets, reminders, and duplicate data between your CRM and sales tools, you’re not alone. Most B2B teams waste hours every week just moving info around. This guide is for folks who want to stop babysitting their sales pipeline and let their tools actually work together for once. We’ll walk through how to connect your CRM with GetSales, cut out the busywork, and set up real automation that doesn’t fall apart after the first hiccup.
Let’s get practical and save you some time.
Why bother integrating your CRM with GetSales?
If you’re reading this, you probably already suspect the answer: manually juggling leads and deals between your CRM and sales tools is a pain. Integrating with GetSales means:
- New leads and activities sync automatically—no more copy-paste.
- Sales follow-ups don’t slip through the cracks.
- You can actually trust your pipeline data (imagine that).
- Your team spends less time on admin and more on, well, selling.
But let’s be real: integrations are rarely “just a few clicks.” There are gotchas, weird error messages, and limits to what you can automate. Still, it’s worth it. So let’s break down how to do it right.
Step 1: Get Clear on What You Want to Automate (and What to Ignore)
Before you dive into technical setup, take 10 minutes to sketch out what you actually want from the integration. Most people skip this and end up with a half-baked setup that annoys everyone.
Ask yourself:
- What data actually needs to flow between your CRM and GetSales?
- Who needs to see the info—sales, marketing, customer success?
- Are there fields in your CRM you don’t use (and don’t want clogging GetSales)?
- What triggers do you want? (e.g., “When a deal moves to ‘Won’ in CRM, create a follow-up task in GetSales.”)
- What can you safely ignore?
Pro Tip:
Don’t try to sync everything. The more fields and triggers you add, the more headaches later. Start with your top 1-2 workflows.
Step 2: Audit Your CRM Setup
Integrations are only as clean as your CRM data. If your CRM is a mess, connecting it to GetSales just spreads the mess around.
Checklist:
- Are your fields (like “Company Name,” “Email,” “Deal Stage”) consistent and actually used?
- Any junk data or duplicate contacts? Clean those up now.
- Do you have admin access to set up integrations?
- Is your CRM on a plan that supports API or integrations? (Sounds basic, but plenty of folks get tripped up here.)
If you’re using something like Salesforce, HubSpot, or Pipedrive, you’re probably fine. But double-check.
Step 3: Find the Best Integration Method
GetSales supports a few ways to connect with your CRM. Here’s how they usually break down:
1. Native Integrations
If GetSales has a direct integration with your CRM (say, HubSpot or Salesforce), use it. These are usually the easiest to set up and have the least headaches.
- Usually found under “Integrations” in both apps.
- Click, authenticate, choose which data to sync.
What’s Good:
- Less setup.
- Built-in support if things break.
What’s Annoying:
- May be limited—syncs only certain fields or triggers.
- Sometimes only available on expensive plans.
2. Zapier or Similar “No-Code” Connectors
If there’s no direct integration, Zapier (or Make, Tray.io, etc.) can bridge the gap.
- You set up “Zaps” (event-based automations) between your CRM and GetSales.
- Good for basic stuff: new lead in CRM -> add in GetSales, and vice versa.
What’s Good:
- Works for most popular CRMs.
- No code needed.
What’s Annoying:
- Can get expensive with lots of volume.
- Zaps can break if someone renames a field or changes permissions.
3. Custom API Integration
If your workflows are weird (or you just like to tinker), you can build a custom integration using the GetSales API and your CRM’s API.
- You (or a developer) write scripts to move data back and forth.
- Good for complex or high-volume needs.
What’s Good:
- Total control.
- Can do things off the beaten path.
What’s Annoying:
- Maintenance is on you.
- One weird data hiccup can break everything.
Pro Tip:
Start with the simplest method that covers your needs. You can always get more complex later.
Step 4: Connect and Configure
Let’s walk through the most common scenario: using a native integration or Zapier.
A. Native Integration Setup
- Log into GetSales and your CRM.
- Find the “Integrations” tab in GetSales (usually in settings).
- Select your CRM from the list.
- Authenticate (log in and grant permission).
- Map the fields you want to sync (e.g., “Contact Email” in CRM → “Lead Email” in GetSales).
- Choose your sync direction (one-way or two-way).
- Set triggers (e.g., “When a deal closes, create a follow-up task”).
- Save and run a test.
What to Watch Out For: - Field mismatches (e.g., “Industry” in CRM vs. “Business Type” in GetSales). - Permissions—if you’re not an admin, you may hit walls. - Sync limits on lower-tier plans.
B. Zapier Integration Setup
- Create accounts on both Zapier and GetSales.
- In Zapier, click “Make a Zap.”
- Choose your CRM as the trigger app, set the event (e.g., “New Deal”).
- Set GetSales as the action app—choose what should happen (e.g., “Create Lead”).
- Map your fields (pay attention to required vs optional).
- Test the Zap with sample data.
- Turn it on and monitor.
What to Watch Out For: - Zapier task limits—more volume = higher bills. - “Silent” failures—Zaps can stop working and you might not notice for days. - Field changes/renames in either app can break your Zaps.
Step 5: Test Like You Mean It
Don’t trust the “Success!” message. Test with real data and weird edge cases.
- Try creating leads from both sides (CRM and GetSales).
- Change fields, delete records, see what happens.
- Check if syncs are instant or delayed (some integrations only update every 15 minutes).
- Ask a teammate to run through their workflow and spot what you missed.
Pro Tip:
Set up email alerts or logs for errors—otherwise, you’ll only find out something’s broken when sales drops off.
Step 6: Train Your Team (and Set Expectations)
Most integration failures aren’t technical—they’re about how people use the tools.
- Tell your team what’s changing (and what isn’t).
- Make a cheat sheet: “Here’s what syncs. Here’s what doesn’t.”
- Explain where to look for errors or duplicates.
- Put someone in charge of checking the integration every week (at least at first).
What to Ignore:
Don’t try to automate edge-case workflows right away. Nail your basics first.
Step 7: Monitor, Maintain, and Improve
Integrations aren’t “set and forget.” You’ll need to check on things, especially after the first few weeks.
- Review sync logs—look for failed records or duplicates.
- Update your field mappings if your sales process changes.
- Stay on top of GetSales and CRM updates—API changes can break things.
- Check in with your team: is anything annoying, or just not working?
Pro Tip:
Put a recurring calendar reminder to review the integration. Fifteen minutes once a month is better than a week’s worth of lost leads.
What Works, What Doesn’t, and What to Skip
Works well: - Syncing core data (leads, contacts, deals). - Basic activity tracking (follow-ups, tasks).
Can be flaky: - Custom fields, especially if they change names/types. - Two-way syncs—sometimes you get duplicates or overwrite the wrong data.
Not worth it (at least at first): - Trying to automate every possible scenario. - Overcomplicating with too many triggers and filters. - Ignoring team training—tech can’t fix process problems.
Keep It Simple (and Iterate)
Getting your CRM and GetSales talking to each other is a big win, but don’t overthink it. Start small, solve the most painful problem, and build from there. Most of the value comes from syncing just a few key things reliably. You can always get fancier later, but a simple, solid connection beats a broken Rube Goldberg machine every time.
Set it up, test it, let your team use it, and plan to tweak things as you go. The less manual work you have to do, the more time you’ll have to actually close deals—and that’s the whole point.