Integrations

How to Connect HubSpot, Salesforce, Zoho, Slack, and More to Lyniro

Connect your CRM and team tools to Lyniro so customer data flows in automatically.

CRM Integrations Overview

Import customers from your CRM.

How do CRM integrations work?

When you connect a CRM (HubSpot, Salesforce, Zoho, Pipedrive, or Freshsales), you can sync your won deals directly into Lyniro.

Each deal becomes an onboarding plan. Contacts associated with the deal are imported into the plan's Contacts tab automatically. No manual data entry.

Syncs are on-demand — click Sync deals whenever you want to pull in new deals. Already-imported deals are never duplicated.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Can I import customers from a spreadsheet instead?
1
On the Dashboard, click Import CSV
2
Upload a .csv or .xlsx file
3
Map your columns: Customer Name is required, Company and Email are optional
4
Select a template to apply to all imported plans
5
Review the preview and click Import

💡 Tip: This is the fastest option if you do not use a CRM or want a one-time bulk import.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

HubSpot

Connect your HubSpot CRM.

How do I connect HubSpot to Lyniro?
1
Go to Settings → Integrations
2
Click Connect HubSpot
3
You are redirected to HubSpot to authorise the connection — log in to HubSpot and click Authorise
4
You return to Lyniro and see "✓ Connected — Portal [your portal ID]"
5
Click Sync deals to import your closed deals as onboarding plans

⚠️ Note: You need a HubSpot account with access to Deals. The connection uses OAuth — Lyniro never stores your HubSpot password.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What HubSpot data is imported?

When you sync:

  • Each closed deal becomes a Lyniro onboarding plan (customer name = deal name)
  • Associated contacts are imported into the plan's Contacts tab
  • Deal value and close date are imported if available

Only closed (won) deals are imported. Open deals and lost deals are not imported.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I sync new deals after the initial import?
1
Go to Settings → Integrations → HubSpot
2
Click Sync deals
3
New closed deals since the last sync are imported
4
Already-imported deals are skipped automatically

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Salesforce

Connect your Salesforce CRM.

How do I connect Salesforce?
1
Go to Settings → Integrations
2
Click Connect Salesforce
3
You are redirected to Salesforce to authorise — log in and click Allow
4
You return to Lyniro and see "✓ Connected"
5
Click Sync opportunities to import closed-won opportunities as plans

⚠️ Note: You need a Salesforce account with API access enabled. Contact your Salesforce admin if you are unsure.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What Salesforce data is imported?
  • Closed-won Opportunities become onboarding plans
  • Contacts associated with the Opportunity's Account are imported
  • Opportunity name becomes the plan customer name

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Zoho CRM

Connect your Zoho CRM.

How do I connect Zoho CRM?
1
Go to Settings → Integrations
2
Click Connect Zoho CRM
3
You are redirected to Zoho to authorise — log in and click Accept
4
You return to Lyniro and see "✓ Connected"
5
Click Sync deals

💡 Tip: Indian users: Zoho uses accounts.zoho.in for authentication. Make sure you are logged into the correct Zoho region.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Why does my Zoho connection show as expired?

Zoho OAuth tokens expire every hour. Lyniro automatically refreshes them when you trigger a sync. If you see "connection expired", simply click Sync deals — Lyniro will refresh the token automatically.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Slack

Get notifications in Slack.

How do I connect Slack?
1
Go to Settings → Integrations
2
Click Connect Slack
3
You are redirected to Slack to authorise — choose which workspace and channel to use
4
You return to Lyniro and see "✓ Connected — #channel-name"
5
Click Send test message to confirm the connection works

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What events send a Slack message?
  • Client completes a task via email link
  • Client reports being blocked (includes their reason)
  • Client adds a note in their portal

Each message includes the customer name, task title, and a direct link to the plan.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Zapier

Connect any app via webhooks.

How does the Zapier integration work?

Zapier lets you connect any of 7,000+ apps to Lyniro. When something happens in another tool (a deal closes in Pipedrive, a row is added in Google Sheets, etc.), Zapier sends the data to Lyniro and a new onboarding plan is created automatically.

1
Go to the Developers page in the left sidebar
2
Click Generate Zapier webhook
3
Copy your unique webhook URL and secret
4
In Zapier: create a Zap with your trigger app
5
Add "Webhooks by Zapier" as the action, type POST
6
Paste your webhook URL
7
Add an Authorization header: Bearer [your secret]
8
Map your fields: customer_name (required), contact_email, go_live_date

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Jira

Create Jira tickets from blocked tasks.

How does the Jira integration work?

When a client task is blocked, you can create a Jira ticket for it with one click. This is useful when your engineering or IT team needs to fix something before the client can proceed.

1
Go to Settings → Integrations → Jira → Connect
2
Authorise via Atlassian
3
When a task is blocked in Lyniro, open the plan → find the blocked task
4
Click Create Jira ticket
5
Enter your Jira project key (e.g. "ENG" or "IMPL")
6
A Jira issue is created and linked to the blocked task

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Freshsales

Connect Freshsales CRM.

How do I connect Freshsales?
1
Go to Settings → Integrations → Freshsales
2
Enter your Freshsales subdomain — the part before .freshsales.io in your Freshsales URL (e.g. "mycompany")
3
Enter your Freshsales API key — find this in Freshsales → Settings → API Settings
4
Click Connect — Lyniro verifies the credentials
5
Click Sync deals to import won deals

💡 Tip: Unlike other integrations, Freshsales does not use OAuth. Your API key is stored securely and never exposed.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Still need help?

Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].

Email help@lyniro.com