CRM settings
Connect your CRM, choose how booking links sync, and review delivery results from Settings → CRM. These pages are available to workspace admins.
Distro supports one connected CRM at a time. Follow the HubSpot or Salesforce guide to connect the intended account.
Find the right settings
Overview
Check the connection, CRM user matches, field counts, and deliveries needing attention.
Booking links
Configure defaults for personal and group links that inherit them.
Fields
Browse, search, and filter the saved CRM field catalog.
Enrichment mappings
Choose destinations for enriched person and company data.
When Overview shows deliveries needing attention, choose Review delivery issues to open CRM activity.
Settings → Integrations also leads to this CRM area. Booking links → Links CRM settings opens the booking defaults.
Choose which flow writes to the CRM
Connecting a CRM enables Distro to use it. The actions you configure decide what is written and when.
Personal and group links: configure CRM sync on the link or through workspace defaults. Delivery begins after a confirmed booking.
Form and Click Routers: configure CRM actions in the router and owner updates in the relevant routing settings. Review when each action runs.
Outbound Routers: configure booking-side CRM actions in the router. Starting a handoff or sharing a link does not create a CRM meeting.
Enrichment: configure enrichment mappings separately.
The booking-link defaults do not change router actions or enrichment mappings. Turning one link Off does not disconnect the CRM for the rest of the workspace.
Check host matching
Review saved CRM user matches from Overview, and manage them through Members. Logging a booking-link meeting needs the organizer to match an active user in the connected CRM.
Meeting ownership and prospect ownership are separate. Update owner in workspace defaults, or Assign prospect ownership in a link’s Custom settings, additionally changes the Contact or Lead owner when enabled. For a group booking, the designated organizer supplies that ownership; the other hosts are not separate prospects.
Use Fields & mappings for missing destinations and CRM activity for delivery problems.