Integrations · CRM & Sales
Your CRM, connected. Pipeline your forecast can trust.
CRM integrations are governed connections between your customer relationship management system and your FP&A stack, so pipeline and bookings flow into plans automatically instead of through exports. Cube connects to Salesforce, HubSpot, Microsoft Dynamics 365, Pipedrive, Zoho CRM, and more.
…and more
Don’t see your system?
We build custom connections to nearly any system or flat file. Tell us what you run and we’ll scope the connector.
Featured integrations
The CRMs most Cube deployments connect first. Every card opens the full integration guide.
Salesforce
Pipeline, bookings, and renewals land as drivers in your model.
HSHubSpot
Deals and stages sync straight into revenue plans.
DYNDynamics 365 Sales
Opportunity data synced on schedule, no custom build.
PDPipedrive
Pipeline for lean teams, connected to the forecast.
ZOZoho CRM
Deals, stages, and owners mapped to your revenue model.
CLClose
Every stage change lands in the forecast, on schedule.
CUCopper
Relationship pipeline synced into plans and reports.
ATAttio
Flexible pipeline data, mapped to your revenue model.
See it on your own pipeline.
Bring one CRM report or a sandbox login. You’ll see your deals mapped and the forecast refreshing in Cube.
How does a CRM integration work in Cube?
Every CRM reaches Cube through one of four paths. All four end the same way: mapped once to your revenue model, synced on a schedule, traceable to the source record.
Other integration types
What changes when pipeline flows in on its own?
The workflow, row by row. Both columns are honest.
| The workflow | Manual exports | Connected to Cube |
|---|---|---|
| Getting pipeline | ✕Export, filter, paste. Again every Monday. | ✓Pipeline syncs on a schedule, mapped to your revenue model. |
| Bookings vs. plan | ✕Stitch CRM reports to the budget by hand. | ✓Bookings land against plan as deals close. |
| Forecast reviews | ✕The deck is stale before the meeting starts. | ✓Forecasts rebuild as deals move stages. |
| Segment cuts | ✕A one-off export for every by-region ask. | ✓Slice by rep, region, or product from one governed model. |
| Audit | ✕Whose export was that number from? | ✓Every figure traces to the source record. |
Every connection, governed.
Read the security overview →Where your pipeline lands
Governed pipeline and bookings flow into the tools your team already lives in. Your workflows stay; everything underneath gets smarter.
Claude, ChatGPT, and Copilot work from governed finance data via Cube MCP.
What are CRM integrations?
CRM integrations are governed connections between a customer relationship management system, such as Salesforce or HubSpot, and the planning, reporting, and analysis tools a finance team uses. The integration syncs pipeline, bookings, and customer data on a schedule, maps CRM fields to the dimensions finance plans by, and keeps every downstream number tied to its source record.
In Cube, those connections feed the Agentic Finance Layer, so the same governed pipeline powers every FP&A workflow: revenue planning, driver-based forecasting, variance analysis, and reporting in your spreadsheets. Accounting, HRIS, and warehouse sources join the same model; explore the full FP&A integrations library, the guide to accounting software integrations, or the security overview for the controls behind every connection.
See your pipeline in the forecast.
A demo personalized to your stack: your CRM, your revenue model, your reports.
No prep needed. Just bring the names of your source systems.
