Send DM leads to your CRM without copy-paste.
Connect HubSpot, Pipedrive, Notion, Airtable or Zoho CRM once, map the fields you want, and each lead the AI captures is created or updated there.
- Set up in minutes
- Review before anything sends
CRM sync is Pro: $349/mo, unlimited seats, no per-record fee. Not available on Starter or Growth.
The short answer
How does CRM integration work for Instagram, WhatsApp and Messenger leads?
On Pro, Instant Reply pushes each captured lead one way to HubSpot, Pipedrive, Notion, Airtable or Zoho CRM. A lead is created when a customer shares a name, email or phone number in a chat. The CRM gets the mapped fields, the latest message and a link to the conversation. Salesforce is coming soon.
Last verified
Key facts
- Live: HubSpot, Pipedrive, Notion, Airtable and Zoho CRM.
- CRM sync is a Pro feature ($349/mo), not on Starter or Growth.
- One-way sync: CRM changes do not come back.
- Salesforce is coming soon; there is no HighLevel connector.
- Field mapping and an active or paused switch per connection.
Verified capabilities
What the CRM sync does today
Checked against the product source code and plan data on October 2, 2026. The last three rows list what it does not do.
Swipe the table sideways to see every column.
| Capability | How it works today | Plans |
|---|---|---|
| Live connectors | HubSpot, Pipedrive, Notion, Airtable and Zoho CRM. Each connects with one authorization for the whole workspace. | Pro ($349/mo) |
| What is sent | Eight mappable fields: name, email, phone, source, the latest message, a link back to the conversation, and the contact's interest and preferences (the last two only when the contact has consented to memory). Each maps to a CRM field you choose; several land in a note. | Pro |
| When it runs | After the AI creates a lead from a conversation in which the customer shared a name, email or phone number. A connection with automatic lead sync paused sends nothing. | Automatic |
| Field mapping | Choose which CRM fields each connection receives, then save the mapping from the Automations tab in The Brain. | Pro |
| Sync status | Each connection shows whether automatic lead sync is active or paused and the date of the last sync. | Pro |
| Direction | One-way, from Instant Reply to the CRM. Changes made in the CRM do not come back, and the full conversation stays in Instant Reply. | One-way |
| Salesforce | Listed as coming soon and not available to connect in the current release. | Not available |
| HighLevel | There is no HighLevel connector. The REST API and signed webhooks can move lead data to other systems. | Not available |
Best fit
Use it when your team already lives in a CRM.
It saves retyping lead details from DMs.
Best fit
Teams on HubSpot, Pipedrive, Notion, Airtable or Zoho that sell through DMs.
Not a fit
You need Salesforce today, two-way sync, or the whole transcript inside the CRM.
Without Pro
Leads and stages still live in Instant Reply; you can move data with the REST API and webhooks.
How it works
How it works
Connect, map, and let leads flow one way.
Connect a CRM
Authorize HubSpot, Pipedrive, Notion, Airtable or Zoho once for the whole workspace.
Map the fields
Choose which CRM fields the connection receives and save the mapping.
Leads sync after capture
When the AI creates a lead from a conversation, it is created or updated in the CRM. Check the last-synced date on the connection.
Why teams choose it
What the sync saves
Less retyping, and sales context that travels with the lead.
No copy-paste
Lead details move from the conversation to the CRM contact automatically.
Context with the lead
The latest message and a link back to the conversation come with the contact.
One workspace connection
The connection belongs to the workspace, not to the person who set it up.
Pause when needed
Turn automatic lead sync off per connection without disconnecting.
Best fit
Common uses
Where CRM sync helps
Lead from an Instagram DM
Scenario
A prospect shares an email and phone number. After the lead is created, a HubSpot contact is created with a link back to the chat.
Outcome
A handoff to sales
Scenario
A rep opens Pipedrive and sees the mapped details, the latest message and the conversation link before following up.
Outcome
Lists in Notion or Airtable
Scenario
A small team keeps leads in an Airtable base. New leads appear there with the mapped fields.
Outcome
CRM providers
Live now
Coming soon
The difference
Without and with CRM sync
Without Instant Reply
With Instant Reply
Common questions
How do I connect Instagram or WhatsApp conversations to my CRM?
On Pro ($349/mo), authorize HubSpot, Pipedrive, Notion, Airtable or Zoho CRM in the dashboard and map the fields you want. When the AI creates a lead from a conversation, it creates or updates the contact in the CRM. WhatsApp itself needs Growth ($129/mo) or Pro.
Which CRMs can I connect?
HubSpot, Pipedrive, Notion, Airtable and Zoho CRM are live. Salesforce is coming soon and cannot be connected yet. There is no HighLevel connector.
What data syncs to my CRM?
Name, email, phone, source, the latest message and a conversation link, plus the contact's interest and preferences when the contact has consented. You choose the destination CRM field for each. Voice notes, images and the full thread stay in Instant Reply.
Is the sync two-way?
No. It is one-way, from Instant Reply to the CRM. A deal stage changed in the CRM does not change the lead in Instant Reply.
Which plan includes CRM sync?
Pro only. Starter and Growth do not include it. Pro is $349/mo, has unlimited seats, and charges no per-record fee.
How do I check whether a lead synced?
Each CRM connection in the Automations tab shows whether automatic lead sync is active or paused and when it last synced. You can pause or disconnect a connection there.
Related reading
Related features
Features that work with this one
Each page below covers the next step in the same workflow, with its own plan limits and a list of what it does not do.
Stop copy-pasting lead details into your CRM.
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