Supported CRM Integrations

Overview

MEDDICC Deals integrates with leading CRM platforms so your deal records and MEDDPICC notes stay in sync across your tools. When you update a deal in MEDDICC, including AI-generated summaries from linked calls, those changes propagate to your CRM automatically.

Supported CRMs

mOS connects to your CRM via Merge, a secure third-party integration platform. The following CRMs are currently supported:

Accelo
ActiveCampaign
Affinity
Capsule
Close
Copper
HubSpot
Insightly
Keap
Microsoft Dynamics 365 Sales
Nutshell
Pipedrive
Pipeliner
Salesflare
Salesforce
SugarCRM (Beta)
Teamleader
Teamwork CRM
Vtiger
Zendesk Sell
Zoho CRM

What syncs and what doesn't

Data	Syncs to CRM	Syncs from CRM
Deal name	✅	✅
Deal stage	✅	✅
Close date	✅	✅
MEDDPICC notes	✅	✅
MEDDPICC qualification strength	✅	✅
Linked contacts	✅	✅
AI call summaries	✅ (when applied)	❌
Call recordings	❌	❌

Note: MEDDPICC notes stay in sync between Deals and your CRM. Updates made in either system are reflected in the other once synchronization occurs.

Don't see your CRM?

Contact support@meddicc.com and we'll let you know if it's on our roadmap.