· revenue engineHyper writes into the CRM your reps already use. Pipedrive, HubSpot, Salesforce, Dynamics, Close.io and several others run natively. The platform doesn't replace your CRM. It doesn't duplicate the data model. It doesn't make your reps log into a second system. Research lands on the account. Emails, LinkedIn threads and meeting notes file under the right contact. Coaching scorecards attach to the rep. Pipeline analytics read from the same source of truth your leadership already reports out of. This piece walks through how, in enough detail to answer the questions a head of revenue operations is going to ask before they sign.
The principle is simple. Your CRM is the system of record. Hyper is a polite guest. Change CRMs in two years and the work survives, because the work's been filed in your data the whole time. Stop using Hyper tomorrow and the research, the message history, the call recordings and the scorecards stay where they were filed. We keep the method that produced them. You keep the output.
The four kinds of artefact we write
Every engagement produces four kinds of artefact, and each one needs to file somewhere your reps will actually find it.
Research notes
The per-account brief, refreshed weekly. News, hires, financials, product launches, LinkedIn activity, tech stack signals. This files against the account record (or organisation, in HubSpot; or company, in Pipedrive) as a structured note with a timestamp and a freshness score. The most recent brief sits at the top of the account record. Reps read it before they pick up the phone.
Message history
Emails, LinkedIn DMs and landing-page visits. Email threads file against the contact in the same way your existing email integration files them, so the rep sees the full thread in their CRM inbox. LinkedIn DM transcripts file as activity records, with the message body in the note and a link out to the LinkedIn thread. Landing-page visits file as a page-view event with timestamp and time on page.
Call recordings and scorecards
Every meeting your reps run files as a call record on the opportunity, with the recording link, the transcript, and the six-dimension scorecard attached. Action items from the call file as tasks assigned to the rep, due dated, with the source clip referenced. The scorecard data also rolls up to the rep record so the manager view is queryable from the CRM, not from a separate dashboard.
Pipeline events
Stage moves, won-deal indicators, lost reasons. These file the same way they file when your reps make them manually. Hyper doesn't move deals into stages on its own. Reps still own deal stage. We write the meeting and the action, the rep advances the stage as they would have anyway. That separation matters: the platform can run aggressively on outreach without ever touching the forecast unless a human says so.
Object mapping per CRM
Each CRM has its own object hierarchy and its own conventions about where things should sit. We respect those. The mapping is configured at onboarding, audited before we go live, and adjustable afterwards.
Pipedrive
Organisation, person, deal, activity, note. Research briefs file as notes on the organisation, with a custom field for freshness score so your reps can sort by it. Email threads attach to the person and surface on the deal. Call recordings file as activities of type Call. Scorecards file as a custom-detail block on the rep person record. We make full use of Pipedrive's custom fields rather than spawning a parallel object, which keeps the data model your team already understands intact.
HubSpot
Company, contact, deal, ticket, custom object. Research files as a custom object linked to the company, which keeps the company timeline clean while still surfacing the brief in the right place. Email threads use HubSpot's native email integration. Calls file as engagements. Coaching scorecards file as a custom object on the contact owner, which lets the manager view roll up natively in HubSpot reporting.
Salesforce
Account, contact, opportunity, task, activity, custom object. Research files as a custom object, Account Intelligence Brief, linked to the account with one record per refresh. Email threads use either the native email integration or your existing Salesloft / Outreach integration if one is already in place. We don't duplicate. Calls file as Activity records on the opportunity, with the recording URL in a custom field. Scorecards file as a custom object on the User record so your existing rep performance reports keep working.
Microsoft Dynamics
Account, contact, opportunity, activity, custom entity. Mapping is structurally similar to Salesforce. The difference is that Dynamics environments tend to be more tightly governed, so we work to your customisation standards: solution-aware deployment, environment variables for the writeback URLs, and managed solutions rather than unmanaged where your governance requires it.
Close.io and the rest
Close.io is a native integration. Beyond the four above we've shipped integrations for several less common CRMs through the connector framework, and added new ones inside engagement timelines where the customer's data structure was reasonable. If your CRM's not on the list, the question we ask on the first call is how your data model is shaped, not whether we'll integrate.
Conflict resolution
The interesting question is what happens when Hyper and a rep disagree about a record. The rep edits a draft email before it sends. A rep marks a contact as do-not-contact while we have a sequence running. The CRM sync drops a field while a research brief is mid-update. Each of these has a defined behaviour, and we make those behaviours explicit at onboarding.
The rep wins on data the rep owns
Contact details, deal stage, notes the rep wrote, custom field values the rep set. Rep edits, rep's version stands. We log the change and adjust subsequent activity accordingly.
Hyper wins on data Hyper owns
Research briefs, scorecards, message drafts before send, freshness scores, sequence state. The rep can override at the artefact level (edit the email, abort the sequence) but can't edit the underlying brief, because the brief is what the next outreach will be written from. If a rep disagrees with a brief, that goes through the weekly calibration call with our team.
Do-not-contact takes precedence everywhere
The moment a contact is marked do-not-contact in the CRM, regardless of how it was marked, all sequences halt and all future outreach is blocked. We re-check the flag on every send. This applies to GDPR objections, CCPA deletions, the unsubscribe link in the email footer and manual rep flags, equally.
Bounces and bad data
Hard bounces flag the contact in the CRM with a custom field, don't retry, and notify the rep. Soft bounces retry with backoff. Verified-bad-email patterns (consistent role-account bounces, spam-trap signals) escalate to our ops team and the affected sequence pauses for review.
The rep's Tuesday morning
A rep on a Tuesday morning opens their CRM. The dashboard shows the meetings booked for the day, a ranked list of accounts with fresh briefs, and any replies that need a human touch. They click into a meeting and see the brief at the top, the scorecard from the last call below, the action items they owe. The brief was written by our team. The scorecard was generated from the recording. The action items are tasks in their CRM. None of those required them to log into a second tool.
When a prospect replies, the reply lands in their CRM inbox the same way every other email does. If the reply was a routine confirmation, we may have already booked the meeting before the rep read the email, in which case the calendar entry's already on their day. If the reply needs a human, it sits in their queue with a one-line summary of why our triage flagged it.
When the rep finishes a call, the recording, transcript and scorecard arrive on the deal record within an hour. The action items appear as tasks. If the rep marked a stage move on the deal, the next step in the brief shifts to match. If they didn't, our team reviews the recording and either flags a follow-up or moves the contact back into nurture.
Security and data governance
Connections use OAuth where the CRM supports it (HubSpot, Salesforce, Dynamics, Pipedrive, Close.io all do) with scoped permissions limited to the objects we read and write. We don't request blanket admin access. The data flows through Hyper's processing environment, sits in your CRM as the canonical record, and is mirrored in our processing layer for the duration of the engagement. On engagement end, our mirror is deleted and the canonical data stays in your system.
Sub-processor list, data retention policy and processing locations are documented in the legal pack and updated when they change. Data residency on request: we operate in UK, EU and US regions to match your governance.
The questions ops actually ask
How long does the integration take to set up?
OAuth connection takes minutes. Object mapping and custom-field configuration takes a half-day during onboarding, run by our team. Sandbox testing follows, then production cutover. Total elapsed time from signed contract to live integration is two weeks.
What if our CRM is heavily customised?
Most are. We mirror your customisations rather than forcing you to mirror ours. If you've got custom opportunity stages, custom required fields on contact, custom validation rules, we configure to those. The onboarding call goes through them.
Can we run Hyper alongside an existing sales-engagement tool?
Yes, in most cases. If you're already running Salesloft or Outreach for a separate workflow, Hyper sits alongside, integrates with the CRM directly rather than through the engagement tool, and de-conflicts at the contact level so you don't double-touch a prospect. We've run that pattern in several client engagements.
What about CRMs you haven't integrated with before?
Talk to us. The connector framework is structured so adding a new CRM is engineering work, not architectural work. If your CRM is in active commercial use somewhere reasonable, we can usually ship the integration as part of onboarding.
Read next
On what files into the CRM during a coaching loop, read the coaching scorecard. On what files there during the outbound loop, read the ten jobs, one by one. On the contractual outcome that ties the whole integration to a meetings target, read what the meetings guarantee actually buys you.