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

# CRM Integrations

> Sync meeting notes and update fields in HubSpot, Salesforce, Attio, Pipedrive, and Linear.

Caret connects with your CRM to keep your data up to date without manual entry. Meeting participants are matched to CRM contacts automatically using email addresses.

## Supported CRMs

Caret supports **HubSpot**, **Salesforce**, **Attio**, **Pipedrive**, and **Linear**.

## Setup

<Steps>
  <Step title="Connect">
    Navigate to **Settings > Integrations**, select your CRM, and authorize Caret.
  </Step>

  <Step title="Map Fields">
    In the **Field Mapping** tab, choose which Caret AI outputs (e.g., Next Steps, Requirements) should map to specific CRM fields.
  </Step>

  <Step title="Auto-Sync">
    Toggle on **Auto-sync notes** to automatically log summaries to the contact's activity history after every call.
  </Step>
</Steps>

## Features

### Context in Pre-reading

Caret pulls relevant CRM data—such as last interactions and open tasks—into your pre-meeting briefing to provide full context instantly.

### Automatic Logging

Caret logs a structured summary, action items, and a link to the recording directly to the linked Contact and Company records.

### Field Updates

Caret can update specific CRM fields based on the conversation, such as requirements mentioned, timelines discussed, or follow-up tasks.

### Contact Matching

Caret uses participant email addresses to find matching records. If a contact doesn't exist, Caret can optionally create a new record for you.

## Linear

Linear works differently from contact-based CRMs. Instead of automatic email matching, you manually link each meeting to a specific issue or project.

### How it works

After a meeting ends, open the meeting page and click **Link CRM**. Search for an issue or project, optionally select an assignee, and click **Sync**. Caret will post the meeting summary as a comment on the issue, or create a new issue inside the project.

### Limitations

* Linear does not support automatic contact matching by email.
* Syncing requires a manual link per meeting.