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