CRM Push
CRM Push sends your data to your CRM automatically. When data arrives from a connected source, it is delivered to Salesforce, HubSpot, or any other connected CRM — no manual work required.
CRM Push is one type of destination in Calimatic Connect. For routing data to other tools (Slack, email, webhooks), use Flows.
Where Can Leads Be Sent?
CRM Systems (API-Based)
Leads are sent directly to your CRM via its API. Calimatic Connect handles authentication and formatting for you.
- Salesforce — Creates Lead objects automatically
- HubSpot — Creates contacts in your HubSpot CRM
- Custom CRM — Sends data to any REST API endpoint you configure
Need to send leads to other tools? Use Flows to set up automated actions between any connected providers.
What Happens When a Lead Arrives
When a new lead comes in, Calimatic Connect automatically:
- Finds all your connected CRM destinations
- Applies your field mapping rules to format the data correctly
- Sends the lead to each destination
- Reports success or failure for each one
This happens in the background, so it does not slow down lead processing. If you have set up Flows, they can also trigger CRM pushes with per-flow control over which leads go where.
Automatic Retry
If a destination is temporarily unavailable, Calimatic Connect retries automatically:
| Setting | Value |
|---|---|
| Retry attempts | Up to 3 |
| Wait between retries | Starts at 1 second, up to 15 seconds |
| Retries on server errors | Yes |
| Retries on rate limits | Yes (429 responses) |
| Retries on other client errors | No |
If retries are exhausted, the system's scheduled job will automatically try again later. You can also trigger a manual retry from the admin panel.
For Developers: API Endpoints
Push a Single Lead
Batch Push
Push all pending (unsynced) leads for an account to all connected destinations:
Test Connection
Before relying on a destination, verify that the connection is working:
Configuring Destinations
Set up your destinations by connecting a provider. Here are examples for common destination types:
Custom CRM (API-Based)
For developers: Connect a custom CRM endpoint via API:
Multiple Destinations
You can connect multiple destinations per account. Leads are sent to all of them simultaneously. A push is considered successful if at least one destination receives the data successfully.