팀 관리

Connect HubSpot, Pipedrive or Zoho CRM

Two-way CRM sync: people added to your CRM after you connect become LumaKol leads within about five minutes, and every call your team makes to them is written back to the CRM record with its outcome, duration and note.

9분웹소유자 / 관리자2026년 10월 31일 업데이트

시작하기 전에

Owner or admin access: CRM sync is in the sidebar under Integrations, which only people who can change settings see
The Growth plan or above, or a free trial. Starter does not include CRM sync
Admin access in your CRM, enough to create a HubSpot private app, copy your Pipedrive API token or add a Zoho self client
At least one agent or team lead in the workspace to receive the leads

A smiling woman on a phone call at her laptop in a bright office

1
How the sync works
Each CRM you connect works in two directions. New people in the CRM come into LumaKol as leads, and the calls your team makes to those leads go back to the CRM. You can connect HubSpot, Pipedrive and Zoho CRM side by side, one account of each. Callers do not need a seat in the CRM: the connection is made once, by an owner or admin, with a token from the CRM.
1. Added in your CRM
  a contact, person or lead
2. Lead in LumaKol
  in its own list, within about 5 minutes
3. Called from a phone
  outcome and note saved
4. Call on the CRM record
  outcome, duration, caller, note
New records come in, every call goes back
2
Connect HubSpot
HubSpot connects with a private app access token. There is no marketplace app to install and nothing for HubSpot to approve.
- In HubSpot, open the settings (the gear icon), then Integrations → Private apps. Newer accounts call them Legacy apps
- Create a private app and give it a name you will recognise, such as LumaKol
- On the Scopes tab, tick crm.objects.contacts.read and crm.objects.contacts.write
- Create the app and copy its access token
- In LumaKol, open Integrations → CRM sync, press Connect on HubSpot and paste the token
팁: If HubSpot says the token is missing a scope, open the private app again, tick both contact scopes, and connect with the token it shows.
3
Connect Pipedrive
Pipedrive connects with your personal API token.
- In Pipedrive’s settings, open Personal preferences → API and copy your personal API token
- In LumaKol, open Integrations → CRM sync, press Connect on Pipedrive and paste the token
- Company domain is optional: the part before .pipedrive.com in your Pipedrive address, or paste the whole address
팁: The token belongs to the Pipedrive user who copied it. If that user is deactivated or regenerates the token, the connection stops until you paste the new one.
4
Connect Zoho CRM
Zoho CRM connects through a Self Client in the Zoho API Console of the data centre your Zoho account lives in.
- Open the Zoho API Console for your data centre (api-console.zoho.com, api-console.zoho.eu, api-console.zoho.in and so on), add a Self Client and copy its client ID and client secret
- On the Self Client’s Generate Code tab, enter the scopes LumaKol lists when you connect Zoho CRM: ZohoCRM.modules.leads.READ, ZohoCRM.modules.contacts.READ, ZohoCRM.modules.accounts.READ, ZohoCRM.modules.calls.CREATE, ZohoCRM.coql.READ and ZohoCRM.org.READ
- Copy the grant code it shows. It expires within minutes and works only once, so connect straight away
- In LumaKol, open Integrations → CRM sync, press Connect on Zoho CRM, pick your data centre (US, EU, UK, India, Australia, Japan, Canada, Saudi Arabia or China), paste the client ID, client secret and grant code, and choose Leads or Contacts as the module new records come from
5
Choose where new leads go
When you connect, you decide who gets the new leads: nobody yet so a manager can hand them out, always one person, or shared in turn (round robin) between the people you tick. Leads only go to active members who call leads. You can also pick the pipeline stage they start in and add tags to every lead from that CRM.
Should one person call everything from this CRM?
Always one person
a specialist, or the only caller
Share in turn
round robin between the people you tick
Or choose nobody yet and assign from the Leads page later
6
What comes in
LumaKol checks your CRM for new records about every five minutes. Each new HubSpot contact, Pipedrive person, or Zoho lead or contact (the module you chose) becomes a lead in a list named after the CRM: HubSpot, Pipedrive or Zoho CRM. The name, phone and any other numbers, email, and where the CRM has them the company and city come with it, and the lead is linked to its CRM record.
- Only records created after you connect come in. There is no import of your CRM’s history
- A record with no valid phone number is skipped, because every lead needs one
- A record whose number is already a lead in LumaKol is linked to that lead instead of making a second one
- Each record comes in once, even if it is edited in the CRM afterwards
- Each new lead runs your “A new lead arrives” automation rules and sends the lead.created webhook once; a record linked to an existing lead does neither
팁: To call older CRM records, export them from the CRM and add them under Leads → Import. Leads imported that way are not linked to the CRM, so their calls stay in LumaKol.
7
What goes back
Every call made after you connected, on a lead linked to a CRM record, is written to that record. That includes calls the Android app logs from the work SIM and calls started from the iPhone app. Each entry carries the outcome, the duration, the time, whether it was outgoing or incoming, the caller’s name and the call note.
- HubSpot: a call engagement on the contact
- Pipedrive: a done activity of type Call on the person
- Zoho CRM: a call in the Calls module, related to the lead or contact
- A call waits up to 30 minutes for its outcome to be saved. If none is saved by then, it is written as “No outcome saved”
- LumaKol only adds calls. It does not edit, merge or delete records in your CRM, and deals and pipelines there are left alone
1. Call ends
  logged to the lead
2. Outcome saved
  or 30 minutes pass
3. Written to the CRM
  on the linked record
Nobody types a call into the CRM after hanging up
8
Run and adjust the sync
Integrations → CRM sync shows each connected CRM with its account, its status (Active, Paused or Error), who connected it and when, a link to its lead list, how many records came in, were matched or skipped, how many calls went back, and when it last checked.
- Sync now checks the CRM and sends waiting calls straight away, instead of waiting for the next check
- Two switches turn each direction on or off: new records becoming leads, and calls going back to the CRM
- Assignment, starting stage and tags can be changed at any time. They apply to records that arrive after the change
- Pause stops both directions without losing the settings or links; Resume picks up again
9
When something goes wrong
Most problems come from the CRM no longer accepting LumaKol’s access. When that happens the connection stops with the status Error and a message saying why. Connect again with fresh details from the CRM: the same account keeps its list and links.
- Token no longer works: a HubSpot private app token was rotated or the app was deleted, or a Pipedrive token was regenerated. Copy the current token and reconnect
- Zoho grant code expired: codes last only minutes and work once. Generate a new one on the Generate Code tab and paste it at once
- Wrong Zoho data centre: Zoho does not recognise the client ID and secret. Pick the data centre your Zoho account signs in at, and create the self client in that data centre’s API Console
- A record did not arrive: check it was created after you connected, in the module you chose for Zoho, and that it has a phone number
- Paused by your plan: if the workspace moves to a plan without CRM sync, the connection pauses with a note. Choose Growth or above in Billing, then press Resume
10
Disconnect
Disconnect removes the connection and its stored details. The leads it already brought in stay in LumaKol, in their list, with their calls; nothing more comes in and no more calls go back. If you connect again later, only records created from then on come in.

완료하면 얻는 것

New CRM records reaching a caller’s queue within about five minutes, with an owner, a stage and tags
Every call on those leads on the CRM record, with its outcome, duration, caller and note
A CRM sync card that shows what came in, what went back and when it last checked

자주 묻는 질문

Does it import my existing CRM contacts?+

No. Only records created after you connect become leads. Older records can be exported from the CRM and added under Leads → Import, but those leads are not linked, so their calls are not written back.

Does it sync deals or pipeline stages?+

No. New contacts, persons or Zoho leads and contacts come in, and calls go back. Deals, pipelines and stages in your CRM are left as they are, and LumaKol’s stages stay in LumaKol.

Will calls made before I connected appear in the CRM?+

No. Only calls made after you connected are written back.

Can I connect two CRMs at once?+

Yes. HubSpot, Pipedrive and Zoho CRM can each be connected once per workspace, and each has its own list, assignment, stage and tags.

Which plans include CRM sync?+

Growth, Business and Enterprise, and the free trial. Starter does not include it. See Pricing for the current plans.