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A handful of CRM integrations follow the standard connect flow and don’t need any provider‑specific configuration beyond signing in. This page covers all of them in one place:
  • HubSpot
  • Wealthbox
  • Cloven
  • Zoho CRM
  • Equisoft
  • Laylah
  • OneBoss
For connecting, managing, and disconnecting any integration, including what the status badges mean and how to reconnect, see the Integrations overview.

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What these integrations have in common

Each is a two‑way CRM connection that lets you:
  • Bring contacts from the CRM into Continuum, once with People > Add contact > Import from CRM or continuously with Automatic contact sync
  • Send meeting summaries and tasks to the CRM with the Sync button on any meeting page. OneBoss receives summaries only, not tasks.
  • Keep contact data up to date as it changes in the CRM
Connecting any of them works the same way: click Connect on the tile, sign in to the provider in a popup, and approve the requested permissions. When the popup closes, the tile’s settings dialog opens. It shows connection status, the last contact sync, an Automatic contact sync switch, and Reconnect and Disconnect. Cloven is the exception: its settings dialog does not open on its own and has no switch, so its contacts come in through Import from CRM only.

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Connecting

1

Open Settings > Integrations

Find the CRM tile (use the search bar or the CRM category tab to filter).
2

Click Connect and authorize

A confirmation dialog lists the permissions Continuum will request. Click Connect and sign in to the provider in the popup.
3

Choose how contacts come in

The tile updates to Connected and its settings dialog opens. Turn on Automatic contact sync to import your contacts and keep them updated as they change in the CRM. The switch starts off. To import once without ongoing sync, leave it off and use People > Add contact > Import from CRM.
Make sure the user account you sign in with has permission to read contacts and create notes and tasks in the CRM. Locked‑down or view‑only users may cause Sync to fail later.

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Keeping contacts in sync

Automatic contact sync lives in the settings dialog, under Manage on the tile. It starts off. Contacts start arriving within about 90 minutes, often right away.
  • On: Continuum imports the contacts the CRM shares with the account you connected, then checks the CRM for new and changed contacts periodically.
  • Off: Continuum adds contacts only when you import them. Contacts you already imported stay in Continuum.
Import from CRM pulls contacts from the CRM you choose, whether or not the switch is on. After the first sync, the menu item reads Refresh from CRM and pulls what was added or changed since. A contact needs an email address in the CRM to come across. Contacts without one are skipped.

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What gets pushed to your CRM

From a meeting in Continuum, click Sync to send:
  • The meeting summary, organized by your meeting template
  • Tasks, with due dates and assignees, except to OneBoss
  • The meeting title, date, and time
Syncing the same meeting again updates the existing record instead of creating a duplicate.

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Disconnecting

Open Manage on the tile and click Disconnect. Already‑imported contacts stay in Continuum but stop updating; you can reconnect at any time to resume syncing.

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Troubleshooting

Check that the CRM tile shows Connected in Settings > Integrations. If it shows Needs attention or Not Connected, reconnect from the Manage dialog.
Open Manage on the CRM tile and check Automatic contact sync. If it is off, Continuum adds contacts only when you import them. Turn it on, or use People > Add contact > Import from CRM to import now. If one contact is missing while others came across, check that the contact has an email address in the CRM. Contacts without one are skipped.
The authorization has expired or been revoked from the provider side (common after a password change). Open Manage and click Reconnect. Your settings and imported contacts are kept.
Equisoft and Laylah are available based on your country. If you don’t see Equisoft, Laylah, or another expected integration, it may not be offered in your region yet.