# Integrate With CRMs

A well-organized CRM is pivotal for your sales and marketing teams to achieve optimal results. Through Zapier, integrating White Swan with popular CRMs like Salesforce, Hubspot, and Pipedrive is a breeze. For a comprehensive list of CRMs that Zapier integrates with, [click here](https://zapier.com/apps/categories/crm).

Here are a couple of example integrations to get you started:

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**Automatically Add White Swan Leads to Your CRM**\
Ensure that no potential lead goes unnoticed. Whenever a lead comes through one of your [White Swan pages](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/page-types-overview) or [custom cases](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/custom-cases), you can automate its addition to your CRM. Here's a [template](https://zapier.com/apps/pipedrive/integrations/white-swan/1554260/add-persons-in-pipedrive-when-they-start-new-plan-requests-in-white-swan) that demonstrates this integration with Pipedrive. This template utilizes the [New Plan Request Started trigger](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-plan-request-started) to search for a contact in your CRM. If the contact isn't found, it creates a new one using the information from the trigger.

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**Stay Updated on Client Activity**\
Equip your sales team with real-time information about client activities within your White Swan account. This [template](https://zapier.com/apps/pipedrive/integrations/white-swan/1554264/create-pipedrive-notes-for-new-personal-plans-in-white-swan) showcases how you can create notes in your CRM based on any [trigger](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers) from White Swan, ensuring your team is always in the loop.

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**Enhance Client Application Experience with Pre-filled Applications**\
Offer a seamless application experience by pre-filling fields using data from your CRM. This not only saves your clients' time but also ensures accuracy. Here's a [template](https://zapier.com/apps/white-swan/integrations/white-swan/1554337/create-pre-fill-information-in-white-swan-for-hubspot-contacts-when-new-white-swan-plan-requests-start) that demonstrates this integration. It uses the [New Plan Request Started trigger](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-plan-request-started) to search for a corresponding contact in your CRM. Once found, it uses the [Create Pre-Fill Information action](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/create-pre-fill-information), leveraging data from your CRM. This automation ensures clients don't have to re-enter information you already possess, streamlining the [application process](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/applications).

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With these integrations, you can ensure that your CRM and White Swan work in tandem, optimizing both your internal processes and your clients' experiences.