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CRM Integrations

Connect Karnyx to your CRM to automatically log meetings as engagements, sync participant data as contacts, and keep your pipeline up to date without manual data entry.

Overview

Karnyx integrates with three CRM platforms: HubSpot, Attio, and Affinity. Each integration syncs meeting data bidirectionally, so your CRM stays current and Karnyx benefits from existing CRM context.

What Data Syncs

Karnyx DataCRM RecordDirection
Meetings (title, date, duration)Engagements / ActivitiesKarnyx → CRM
Meeting summariesEngagement notes / Activity bodyKarnyx → CRM
Action itemsTasksKarnyx → CRM
Participants (name, email)ContactsBidirectional
CompaniesCompanies / OrganizationsBidirectional
Contact details (title, phone)Contact propertiesCRM → Karnyx
Deal / Opportunity stageDeal pipelineCRM → Karnyx

Sync frequency

CRM sync runs automatically after every meeting is processed. Contact and company data from the CRM is refreshed every 15 minutes. You can trigger a manual sync from Settings > Integrations > CRM > Sync Now.

HubSpot

HubSpot CRM

Full integration with HubSpot CRM including contacts, companies, deals, and engagement logging. Works with HubSpot Free, Starter, Professional, and Enterprise tiers.

Setup

  1. Open Settings > Integrations > CRM.
  2. Click "Connect HubSpot".
  3. Sign in with your HubSpot account and authorize the Karnyx integration. You need to be a HubSpot admin or have integration permissions.
  4. Select the HubSpot portal to connect if you have multiple.
  5. Configure sync preferences:
    • Toggle which data types to sync (meetings, contacts, companies, tasks)
    • Set the default engagement type for logged meetings
    • Choose whether to create new contacts automatically or only update existing ones
  6. Click "Save & Sync". Karnyx performs an initial sync, matching existing contacts and companies.

What Gets Logged

After each meeting is processed, Karnyx creates a new engagement in HubSpot with:

  • Meeting title, date, and duration
  • AI-generated summary in the engagement body
  • Action items as associated tasks with due dates
  • Links to the full meeting detail in Karnyx
  • Engagement associated with the relevant contacts, company, and deal (if matched)

Deal association

Karnyx automatically associates meetings with HubSpot deals when meeting participants match contacts on an open deal. This keeps your deal timeline updated without manual logging.

Attio

Attio CRM

Sync meeting data with Attio's flexible data model. Karnyx maps meetings to Attio records, updates people and company objects, and logs interactions automatically.

Setup

  1. Open Settings > Integrations > CRM.
  2. Click "Connect Attio".
  3. Sign in with your Attio account and authorize Karnyx.
  4. Map Karnyx data fields to Attio objects and attributes:
    • Meetings → Interaction records (or a custom object)
    • Participants → People records
    • Companies → Company records
  5. Click "Save & Sync" to begin the initial data sync.

Attio-Specific Features

  • Custom attribute mapping: Map Karnyx fields to any Attio attribute, including custom attributes you have created.
  • List sync: Automatically add participants to Attio lists based on meeting criteria.
  • Timeline entries: Meeting summaries appear as timeline entries on person and company records.

Attio API

The Attio integration uses Attio's REST API v2. You need an Attio workspace with API access enabled. Refer to Attio's documentation for API tier requirements.

Affinity

Affinity CRM

Sync meeting intelligence with Affinity's relationship intelligence platform. Ideal for venture capital, private equity, and professional services teams.

Setup

  1. Open Settings > Integrations > CRM.
  2. Click "Connect Affinity".
  3. Enter your Affinity API key. You can generate one from Affinity > Settings > API.
  4. Select which Affinity lists to sync with Karnyx.
  5. Configure field mapping between Karnyx participant data and Affinity person/organization fields.
  6. Click "Save & Sync".

Affinity-Specific Features

  • Interaction logging: Meetings are logged as interactions on person and organization records.
  • Relationship strength: Meeting frequency data from Karnyx enriches Affinity's relationship strength scoring.
  • List entry creation: New contacts from meetings can be automatically added to specified Affinity lists.
  • Note sync: Meeting summaries sync as notes on the relevant Affinity records.

Sync Configuration

All three CRM integrations share common configuration options that control how data flows between Karnyx and your CRM.

Contact Creation Policy

PolicyBehavior
Create & UpdateNew meeting participants are created as contacts in the CRM. Existing contacts are updated with fresh data.
Update OnlyOnly update contacts that already exist in the CRM. New participants are not created as CRM contacts.
ManualNo automatic contact sync. Use the "Sync to CRM" button on individual participants to push them manually.

Meeting Filters

You can filter which meetings get synced to your CRM. This is useful if you only want to log external client meetings and not internal team syncs.

  • External only: Only sync meetings with at least one external participant.
  • Minimum duration: Only sync meetings longer than a specified duration (e.g., 15 minutes).
  • Title filters: Include or exclude meetings by title keywords (e.g., exclude "standup", "1:1").
  • All meetings: Sync everything to the CRM regardless of type.

Duplicate prevention

Karnyx uses participant email addresses to match CRM contacts. If the same person has different emails in your calendar and CRM, they may appear as separate records. Use your CRM's merge feature to resolve duplicates, and Karnyx will respect the merged record going forward.
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