How to Sync Field Sales Notes to Salesforce, HubSpot, and 38+ CRMs with a Unified API
October 21, 2025
Field sales reps meet customers face-to-face every day — but those insights often get lost in notebooks or spreadsheets before making it back to the CRM. Without consistent data capture, account visibility suffers and pipeline updates lag behind reality.
Unified.to makes it simple to capture on-site meeting notes and sync them directly to CRM systems like Salesforce, HubSpot, or Pipedrive in real time. Using a single unified API, your application can create or update CRM records — Deals, Contacts, Companies, and Activities — without building per-vendor connectors.
When to Use Field Sales Note Sync
With a unified API, you can:
- Log on-site meeting outcomes and next steps while offline or online.
- Keep Deals updated with visit notes, progress, and ownership changes.
- Centralize rep activity across Contacts, Companies, and Deals for visibility.
- Maintain a consistent activity timeline across all connected CRMs.
Normalized CRM Objects
Unified.to provides a normalized schema across all major CRM platforms so your product can handle field activity consistently.
| Object | Description | Key Fields |
|---|---|---|
| Deal | Opportunity being advanced in the field | id, name, amount, currency, stage, stage_id, pipeline, pipeline_id, user_id, contact_ids, company_ids, metadata |
| Contact | Person met onsite | id, name, title, company, emails, telephones, deal_ids, company_ids, address, user_id, metadata |
| Company | Account visited | id, name, deal_ids, contact_ids, emails, telephones, websites, address, industry, user_id, metadata |
| Event | Activity log (note, meeting, call, task) | id, type, note, meeting, email, call, task, deal_ids, company_ids, contact_ids, lead_ids, user_id |
All objects share a consistent schema across platforms, so you can write once and support every CRM.
Data Flow for Field Sales Notes
Here's how the integration works end to end:
| Step | Action | Outcome |
|---|---|---|
| 1 | Rep selects the relevant Deal, Contact, or Company in your app. | Target record IDs captured. |
| 2 | Rep captures visit notes and meeting details. | Free-text note and associations created. |
| 3 | Create a CRM Event of type note or meeting with record associations. | Activity logged on the right records in the CRM. |
| 4 | Optionally update Deal stage or owner. | CRM reflects the latest sales progress. |
| 5 | Subscribe to Unified's CRM webhooks. | Two-way sync ensures changes stay up to date. |
This flow keeps every rep note tied to the correct customer, opportunity, and account — without manual data entry or duplicate records.
Supported CRM Platforms
Unified.to supports 38+ CRM integrations including:
Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Copper, Close.io, Attio, Freshsales, Zendesk Sell, Insightly, and more.
See the full list of supported CRM integrations or review the CRM API documentation to start building.
Why Product Teams Choose Unified.to
For PMs and engineers building CRM-connected field tools:
- Build once, sync everywhere — one API for 38+ CRMs.
- Real-time updates — webhook-driven events keep CRMs in sync automatically.
- Flexible data model — unified objects for Deals, Contacts, Companies, and Events.
- No storage, no maintenance — Unified.to fetches and writes live data directly to the source system.
Launch real-time field note sync across every major CRM — from Salesforce to HubSpot — in days.
Start your free 30-day trial or book a demo to see Unified.to in action.