Strise integrates with HubSpot and Pipedrive to provide a bi-directional (2-way) sync — companies, statuses, assignments, and tags stay in sync across both systems automatically.

How It Works

Once connected, changes in either Strise or your CRM are automatically reflected in the other system. You can manage your compliance workflow in Strise while keeping your CRM up to date — or work in your CRM and have new companies appear in Strise for screening.

Getting Started

Connect your CRM from Settings → Connected Apps. The setup wizard walks you through five steps:

  1. Authorize access — Sign in to your CRM and grant Strise permission to read and write company data
  2. Map the organization number field — Select which CRM property contains the organization number (this is how Strise matches companies between the two systems)
  3. Map a tag field (optional) — Choose a CRM property for syncing tags/labels
  4. Import from CRM (optional) — Pull existing CRM companies into your Strise portfolio
  5. Export to CRM (optional) — Push your existing Strise portfolio to your CRM

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The import and export steps can be skipped during setup and triggered later via a manual sync.

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What Gets Synced

Strise → CRM

When you make changes in Strise, your CRM is updated automatically:

Action in Strise Result in CRM
Add a company to your portfolio Company is created in the CRM (if it doesn't already exist)
Change a company's status The corresponding CRM record is updated
Assign a user to a company The CRM owner field is updated (if the user's email matches a CRM owner)
Add or remove tags The configured tag field in the CRM is updated

CRM → Strise

When you make changes in your CRM, Strise picks them up automatically:

Action in CRM Result in Strise
Create a new company Company is added to your Strise portfolio (status: Following)
Update the organization number field Portfolio membership is updated
Change the company owner User assignment is updated in Strise
Update the tag field Tags are synced to the company in Strise

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Companies without an organization number cannot be matched between the systems and will not sync.

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