> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Other CRMs

> HubSpot, Wealthbox, Cloven, Zoho CRM, and Equisoft — connect, import contacts, and push meeting notes.

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

For the universal connect/manage/disconnect mechanics — what status badges mean, how to reconnect, multi‑account behavior — see the [Integrations overview](/managing/Integrations).

## What these integrations have in common

Each is a two‑way CRM connection that lets you:

* Import contacts from the CRM into Continuum, via **People > + New Contact > Import from CRM**
* Push meeting summaries, notes, and tasks back to the CRM with the **Push to CRM** button on any meeting page
* 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, approve the requested permissions, and you're done. There's no extra settings screen beyond connection status, last sync, and **Reconnect/Disconnect**.

### Connecting

<Steps>
  <Step title="Open Settings > Integrations">
    Find the CRM tile (use the search bar or the **CRM** category tab to filter).
  </Step>

  <Step title="Click Connect and authorize">
    A confirmation dialog lists the permissions Continuum will request. Click **Connect** and sign in to the provider in the popup.
  </Step>

  <Step title="Confirm and import contacts">
    The tile updates to **Connected**. Head to **People > + New Contact > Import from CRM** to bring contacts into Continuum.
  </Step>
</Steps>

<Note>
  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 **Push to CRM** to fail later.
</Note>

## What gets pushed to your CRM

From a meeting in Continuum, click **Push to CRM** to send:

* The meeting summary, organized by your meeting template
* Notes you added before and during the meeting
* Tasks (with due dates and assignees)
* Meeting metadata — date, time, attendees

Pushes are idempotent — pushing the same meeting twice updates the existing record rather than creating a duplicate.

## 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.

### Troubleshooting

<AccordionGroup>
  <Accordion title="'Push to CRM' is greyed out on a meeting">
    Check that the CRM tile shows **Connected** in Settings > Integrations. If it shows **Needs attention** or **Not Connected**, reconnect from the Manage dialog.
  </Accordion>

  <Accordion title="Contacts I expect aren't showing up">
    Contacts don't sync automatically on first connect. Use **People > + New Contact > Import from CRM** to bring them in. After that, future changes do sync automatically.
  </Accordion>

  <Accordion title="The tile shows 'Needs attention'">
    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 preserved.
  </Accordion>

  <Accordion title="The tile I want isn't visible in my grid ">
    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.
  </Accordion>
</AccordionGroup>