Connect Tribe to your CRM so prospects flow into it automatically, without exporting lists.
Once a CRM is connected, Tribe sends each new prospect to it along with the answers they gave at sign-up, and keeps the record up to date. You set it up once on the Integrations page.
Before you start
- You need an admin account on Tribe.
- You need the connection details for your CRM, or a colleague who manages it. For Salesforce, share the Salesforce guide with your Salesforce administrator first.
- Only prospects who agreed to receive marketing are sent to your CRM. You can see each prospect's choice in the Marketing column on the Prospects page.
🔌 Supported CRMs
CRM | Good to know |
HubSpot | Connects directly |
Salesforce | Needs a one-time setup in your Salesforce org — see the Salesforce guide |
EspoCRM | Connects directly |
Zapier | Use it to reach a CRM or tool that isn't listed |
Using something else? Contact your Account Manager.
How to connect your CRM
- Open Integrations in the sidebar.
- Under CRM Provider, select your CRM.
- Fill in the connection details it asks for. For HubSpot that's a Private App Access Token, created in HubSpot under Settings → Integrations → Private Apps.
- Click Test Connection. Tribe confirms whether it can reach your CRM.
- Click Connect. Both buttons stay greyed out until every field is filled in.
[📷 Screenshot to add: A22-integrations.png]
Managing a connected CRM
Once connected, the page shows your CRM's name, a green Connected label and the time of the last sync.
- Sync prospect data — the switch that turns the sync on or off without removing the connection.
- Test Connection — check the connection is still working, for example after a password or key change on the CRM side.
- Disconnect — remove the connection. Prospects already sent to your CRM stay there.
What gets sent
- The prospect's name and email address.
- Their answers to your onboarding questions, for example expected start date and area of interest.
- When they signed up and when they were last active.
✅ Check it worked
Register a test prospect through your Iframe and agree to marketing. Within a few minutes the prospect appears in your CRM, and the last sync time on Integrations updates.
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💡 Still have questions?
Your Account Manager will happily walk through the connection with you. For anything else, email us at support@tribeadmissions.com and we'll get you sorted. 🙂
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