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How to connect Avoma to your CRM organization-wide (Admin guide)

Connecting Avoma to your CRM enables your organization to automatically associate meetings, notes, and insights with CRM records.

This setup is required once per organization and must be completed by a CRM admin.

Use this guide when you’re responsible for enabling CRM integration for all Avoma users.

Before you begin

  • You must be an Admin in Avoma

  • You must be an Admin in your CRM

  • Your Avoma account must be on a Premium plan or higher

  • Know which CRM platform your organization uses

Step-by-step

Connect your CRM (Admin-only setup)

  1. Log in to Avoma using your admin account.

  2. In the left navigation, go to Settings → CRM.

Avoma-CRM connection

  1. Locate your CRM platform from the list.

  2. Click Connect and follow the authorization flow for your CRM.

Supported CRM platforms

Single-click connections

These platforms connect directly through OAuth and can be completed in one flow.

Assisted connections (API-based)

  • Zendesk

  • Copper

For these platforms:

  1. Generate an API access key in your CRM.

  2. Email the key to help@avoma.com or contact your Customer Success Manager.

  3. Avoma will complete the connection on your behalf.

Note: All CRM connections are organization-wide and only need to be completed once.

Connection scope and behavior

  • The CRM connection applies to all users in your Avoma organization.

  • Individual users do not need to authenticate their CRM accounts.

  • This setup enables Avoma to associate meetings with CRM records and expose CRM properties across the product.

  • Feature availability may vary by CRM platform.

Managing or changing your CRM connection

Migrating to a new CRM

If your organization changes CRM platforms:

  1. Contact your Customer Success Manager or email help@avoma.com.

  2. Request that your existing CRM connection be disconnected.

  3. Once disconnected, repeat the steps above to connect the new CRM.

Not all Avoma features are supported equally across every CRM. Availability depends on the CRM platform and its APIs.

If you need a detailed breakdown of supported capabilities for your CRM, contact help@avoma.com.

Troubleshooting and FAQs

Who needs to complete this setup?

Only one user with admin permissions in both Avoma and the CRM.

  • Confirm you are an admin in both systems

  • Verify you are on a supported plan

  • Retry the connection from Settings → CRM

If issues persist, contact Avoma support.

Can individual users change CRM settings?

No. CRM connection settings are locked at the organization level.

  • Users cannot switch CRMs

  • Users cannot modify connection credentials

  • All changes must be made by an admin

What’s next

  • Share the CRM connection status with your internal teams.

  • Direct users to How to Sync Your Meetings to the CRM in Avoma (Individual Members) to understand how meeting data syncs and what controls they have.

Recap

You’ve successfully enabled Avoma’s CRM integration for your organization. Your users can now sync meetings and insights to CRM records without any additional setup.