CRM integration
Connect HubSpot or GoHighLevel to see each account's CRM status in Signals and search, read every CRM field in a TheirStack company list, define statuses such as Customer or Former customer, and send companies to your CRM.
Connect your CRM and TheirStack knows which companies are already in it. The accounts your team already works with can leave your Signals feed, and you can send the companies you find to your CRM without creating duplicates.
TheirStack works with two CRMs. Each one has its own page for connecting it and for what works differently:
| CRM | Status | What is different |
|---|---|---|
| HubSpot | Beta | Matches by domain, additional domains and LinkedIn page. Customer and Open deal work from the start. Keeps companies up to date when a signal finds something new. |
| GoHighLevel | Private beta | Matches by Website only. You write the rules for Customer and Open deal on your own fields. |
What you can do
| With your CRM connected, you can | Where | Who |
|---|---|---|
| See the CRM status of each account and hide the ones your team already works with | Signals | Everyone |
| Find companies by CRM status, such as the ones that are not in your CRM | Job and company search | Everyone |
| Read every CRM field, custom ones included | The CRM list | Everyone |
| Define your own statuses, such as Customer or Former customer | Settings | Workspace owners |
| Send companies to your CRM, one at a time or up to 1,000 at once | Search, lists and Signals | Everyone |
| Choose what TheirStack writes in your CRM | Settings | Workspace owners |
| Sync again or disconnect | Settings | Workspace owners |
The integration is free. Connecting your CRM, syncing it, the CRM list and sending companies use no credits. Revealing TheirStack data in search or enrichment costs the same credits as usual, and only companies you revealed can be sent.
To start, a workspace owner connects HubSpot or GoHighLevel in Settings → Integrations. A workspace connects one CRM account at a time, so to switch CRMs, disconnect the one you have first.
The settings page has one section for each part of the integration: Connection, CRM statuses, Sending to your CRM, and Activity.
The screenshots in these pages show HubSpot, with a sample workspace, Acme, and invented companies. GoHighLevel looks the same.
Set it up with an AI agent
Once your CRM is connected, an AI assistant that uses TheirStack's MCP server, such as Claude, ChatGPT or Cursor, can do the rest of the setup. Connecting needs the app, because your CRM asks you to approve the access in a browser, and so does disconnecting. Paste a prompt like this one:
Set up our CRM integration in TheirStack. Check that our CRM is connected
and up to date, and list the company fields our team fills in. Then propose
rules for Customer and Former customer from those fields, and preview the
change before you save it.The assistant uses the CRM tools. It asks you to confirm before it saves your statuses, changes what a send writes or sends companies to your CRM. The same permissions apply as in the app. Only a workspace owner can save the statuses, start a sync or change what a send writes, and anyone in the workspace can send companies.
Known limits
These apply to every CRM. Each CRM's page lists its own.
- One CRM account per workspace, and one CRM at a time.
- The accounts feed shows the CRM status and a link to the record. The rest of the fields are in the CRM list.
- A company TheirStack could not match is not hidden from your signals, whatever its status in your CRM.
- Signals never create companies in your CRM. Someone has to send them.
- Webhooks and signals can't use the CRM status filter yet.
- Changes in your CRM can take up to an hour to show.
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CRM statuses
See each company's CRM status in Signals, in search and in the CRM list, and write the rules for statuses such as Customer or Former customer on the fields your team fills in.