FAQ
Which CRMs are supported?
HubSpot, Pipedrive, Attio, ActiveCampaign, Freshsales, Folk, Close and Copper setup guides are available now.
Where are API keys stored?
In the current app, CRM credentials are stored locally on your device using Apple Keychain where available. You can revoke or rotate CRM credentials from your CRM provider if needed.
Why are call or email buttons disabled?
Call and email actions depend on the connected CRM returning usable phone numbers or email addresses, and on the permissions granted to your CRM credential. If the CRM record does not include that data, the action may be unavailable.
How does timing work?
Funnel-up reads available CRM interaction or last-touch fields and shows them as follow-up context. If a CRM does not expose reliable timing data for a record, the app may show less detail.
Support
Email [email protected] for product support, privacy rights requests, or questions about the Terms and Privacy Policy.