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How to integrate your AI SDR with your CRM: setup guide

calendar_today June 19, 2026 person Brandon Charleson domain instantly-ai

Integrate your AI SDR with your CRM using bi-directional sync, strict field mapping, and daily sending limits to protect data integrity. This guide walks RevOps admins through connecting Instantly to Salesforce and HubSpot with field templates, hygiene rules, and a pre-launch audit checklist.

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