Workspace home
Ready
Governance

CRM

Workspace CRM for accounts, leads, contacts, deals, and lists. Soft Wall gates paying stages and enroll.

CRM integrations

HubSpot / Salesforce / Pipedrive / GHL adapters. Missing API keys show not_configured. CSV always works. Configure tokens under /crm/settings Connections. Soft Wall gates apply. Field mappings: docs/features/crm-integrations.md.

Adapter status
CSV / provider import (Soft Wall before apply)
Export
Agent context