Sharpei AI integrates with popular CRM, email, and messaging platforms to connect your equipment financing operations with your existing tools.
CRM Integrations
HubSpot

Integration configuration in the automation builder
- Create/update contacts when applications are submitted
- Create deals when applications are funded
- Sync application status as deal pipeline stages
- Dynamic field mapping — Map any Sharpei AI field to HubSpot properties
Salesforce
- Lead creation from new applications
- Opportunity updates through the financing lifecycle
- Custom object support for equipment details
- Bi-directional data sync capabilities
Pipedrive
- Deal creation from funded applications
- Contact management sync
- Pipeline stage mapping to application statuses
Email Integrations