{
  "name": "The Conversation-to-CRM Integration Matrix",
  "publisher": "Noded AI",
  "url": "https://www.getnoded.ai/post/conversation-to-crm-integration-matrix",
  "license": "CC BY 4.0 — reuse freely with attribution to Noded AI (getnoded.ai)",
  "verified": "2026-07-07",
  "methodology": "Each pair verified against vendor help documentation and primary announcements on the date above. 'native' means a first-party integration shipped by one of the two vendors. Corrections: https://www.getnoded.ai/contact-us",
  "pairs": [
    {"source": "Gong", "destination": "Salesforce", "native": true, "direction": "two-way", "what_syncs": "Calls/emails as tasks or events; AI summaries to custom Gong Conversation object (managed package); imports accounts, opps, contacts", "transcript_in_destination": false, "plan_gate": "Any Gong plan; managed package requires Salesforce Enterprise+", "key_limits": "Transcript renders via Canvas iframe only; no auto-created contacts; deleting a call in Gong deletes the Salesforce record", "guide": "https://www.getnoded.ai/post/gong-salesforce-integration-guide"},
    {"source": "Gong", "destination": "HubSpot", "native": true, "direction": "two-way", "what_syncs": "Calls as meeting/call/note with AI brief, highlights, action items; imports companies, deals, contacts", "transcript_in_destination": false, "plan_gate": "Any Gong plan", "key_limits": "Up to 6h export latency; no historical backfill; Gong deletions cascade to HubSpot", "guide": "https://www.getnoded.ai/post/gong-hubspot-integration-guide"},
    {"source": "Gong", "destination": "Jira", "native": false, "direction": "n/a", "what_syncs": "Nothing natively — Gong's in-call flows target Productboard and Zendesk", "transcript_in_destination": false, "plan_gate": "Zapier path: any Gong plan, business-admin-created Zaps only", "key_limits": "DIY matching/dedup; 'New Call' trigger fires on every call unless scoped by saved search", "guide": "https://www.getnoded.ai/post/gong-jira-integration-guide"},
    {"source": "Gong", "destination": "Zendesk", "native": true, "direction": "both (two separate integrations)", "what_syncs": "Manual ticket creation from a call moment (ticket links to recording timestamp); Zendesk Talk calls import into Gong", "transcript_in_destination": false, "plan_gate": "Any Gong plan", "key_limits": "Ticket creation is manual and one-way; telephony import is mono audio, 90-day initial backfill", "guide": "https://www.getnoded.ai/post/gong-zendesk-integration-guide"},
    {"source": "Zoom AI Companion", "destination": "Salesforce", "native": "partial", "direction": "one-way", "what_syncs": "Meeting scheduling/logging and webinar-to-campaign via AppExchange app; AI summaries do NOT sync natively", "transcript_in_destination": false, "plan_gate": "Summaries need paid ZoomMate add-on (reported ~$12/user/mo) or Zapier", "key_limits": "The core value (summary content) is exactly what the free app doesn't carry", "guide": "https://www.getnoded.ai/post/zoom-salesforce-integration-guide"},
    {"source": "Zoom AI Companion", "destination": "HubSpot", "native": "partial", "direction": "one-way", "what_syncs": "Meeting links, activity logging, webinar sync on all plans; cloud recordings + transcripts to timelines", "transcript_in_destination": "Enterprise only", "plan_gate": "Recording/transcript sync requires Sales or Service Hub Enterprise", "key_limits": "AI Companion summaries sync on no tier (open request since Jan 2024); contact records created for all hosted meetings", "guide": "https://www.getnoded.ai/post/zoom-hubspot-integration-guide"},
    {"source": "Fathom", "destination": "Salesforce", "native": true, "direction": "one-way", "what_syncs": "Summary as logged-call Task on matched Contact; action items as Tasks; Deal View maps summary sections to Opportunity fields", "transcript_in_destination": false, "plan_gate": "Fathom Business ($25/user/mo annual) for team connection + field mapping; Salesforce REST API (Enterprise+)", "key_limits": "No Leads; closed Opportunities excluded; primary-email matching only; mapped fields overwritten each sync; 32K-char truncation", "guide": "https://www.getnoded.ai/post/fathom-salesforce-integration-guide"},
    {"source": "Fathom", "destination": "HubSpot", "native": true, "direction": "one-way", "what_syncs": "Meeting engagement per external call; action items as tasks; instant re-sync on edits; Deal View property mapping + Cards (Business)", "transcript_in_destination": false, "plan_gate": "Free/Team: 3 HubSpot connections per user; Business for unlimited + mapping + Cards; HubSpot Admin to authorize", "key_limits": "External calls only; primary email + main calendar only; forward-only sync", "guide": "https://www.getnoded.ai/post/fathom-hubspot-integration-guide"},
    {"source": "Fireflies", "destination": "Salesforce", "native": true, "direction": "one-way", "what_syncs": "Notes/summaries to Contacts, Leads, Opportunities, or Accounts; optional Events; action items as Tasks; optional FULL transcript; optional Lead creation for unknown participants", "transcript_in_destination": "Pro plan+", "plan_gate": "Transcript save: Pro+ ($10/seat/mo annual); meeting filtering (Integration Rules): Business+ ($19); Salesforce REST API", "key_limits": "Internal calls and Chrome-extension recordings log under the fred@fireflies.ai fallback contact; open Opportunities only", "guide": "https://www.getnoded.ai/post/fireflies-salesforce-integration-guide"},
    {"source": "Fireflies", "destination": "HubSpot", "native": true, "direction": "two-way", "what_syncs": "Notes, summaries, transcript LINK, tasks to Contacts/Companies/Deals; Autofill CRM writes transcript data into properties; pulls HubSpot Dialer calls into Fireflies", "transcript_in_destination": "link only", "plan_gate": "Integration Rules: Business+", "key_limits": "Full transcript text does not push (unlike its Salesforce integration); vendor docs are internally inconsistent on this", "guide": "https://www.getnoded.ai/post/fireflies-hubspot-integration-guide"},
    {"source": "Granola", "destination": "Salesforce", "native": false, "direction": "n/a", "what_syncs": "Nothing natively — Granola's CRM connectors are Attio, HubSpot, and Affinity only", "transcript_in_destination": false, "plan_gate": "Zapier path: Business ($14/user/mo), desktop app; or Enterprise API", "key_limits": "DIY contact matching; folder trigger only fires for notes added after Zap creation", "guide": "https://www.getnoded.ai/post/granola-salesforce-integration-guide"},
    {"source": "Granola", "destination": "HubSpot", "native": true, "direction": "one-way", "what_syncs": "Enhanced notes as Meeting or Note on matched Contact/Company/Deal; per-note share or folder auto-share", "transcript_in_destination": false, "plan_gate": "Business ($14/user/mo); requires Google Workspace or Microsoft 365 account", "key_limits": "Never creates records — unknown attendees silently don't sync; one-way; no retroactive folder sync", "guide": "https://www.getnoded.ai/post/granola-hubspot-integration-guide"},
    {"source": "Zendesk", "destination": "Jira", "native": true, "direction": "escalation + per-field one-directional sync", "what_syncs": "Create/link issues from tickets (200-ticket cap per issue); Notify-button comments; near-real-time field mapping; Jira workflow post function updates tickets", "transcript_in_destination": null, "plan_gate": "All current Zendesk Suite/Support plans", "key_limits": "Field sync is case/whitespace-sensitive and fails silently; one bad mapping blocks all fields; no bidirectional same-field sync; no auto-creation from triggers", "guide": "https://www.getnoded.ai/post/zendesk-jira-integration-guide"},
    {"source": "Zendesk", "destination": "Slack", "native": true, "direction": "two-way (notify + create)", "what_syncs": "Trigger-driven ticket notifications; ticket creation four ways incl. message conversion and @zendesk in Slack Connect; side conversations as threads; approvals", "transcript_in_destination": null, "plan_gate": "All current Suite/Support plans; side conversations may require higher Suite tier", "key_limits": "No closing tickets or editing fields from Slack; group-only assignment; attachments don't travel; requester falls back to integration installer", "guide": "https://www.getnoded.ai/post/zendesk-slack-integration-guide"},
    {"source": "Gmail", "destination": "Salesforce", "native": true, "direction": "capture + manual log", "what_syncs": "Manual logging via the Gmail integration pane (Chrome extension); automatic capture via Einstein Activity Capture — with 'Sync Email as Salesforce Activity' (GA Summer '25), emails become native EmailMessage/Task records", "transcript_in_destination": null, "plan_gate": "Gmail integration free with Sales Cloud; EAC tiers vary; email-as-activity default for new EAC configs", "key_limits": "Classic EAC data lives outside the org with 6-24 month retention then deletion; migration to email-as-activity is not retroactive; legacy EAC analytics retire Feb 2027; Lightning Sync retires Apr 2027", "guide": "https://www.getnoded.ai/post/gmail-salesforce-integration-guide"}
  ]
}