Connect your CRM to Tuple & Co

Updated 14 July 2026 · 4 min read

Connecting a CRM lets Tuple & Co enrich every conversation with the customer record behind it — plan, renewal date, owner and open deals — so your team answers with context instead of asking for it.

✦You'll need an owner or admin role, and a CRM account that can create API credentials.

Before you start

Check that your workspace is on a plan that includes enrichment, and that the mailbox you want to enrich is already receiving mail. Connections are made per workspace, not per mailbox.

  • An admin seat in both Tuple & Co and your CRM.

  • The CRM's API region — eu1 or us1.

  • At least one matched email domain, so records resolve.

Create the connection

Generate API credentials

In your CRM, create a private app scoped to read contacts, companies and deals. Copy the token — it is shown once.

scopes:
  - crm.objects.contacts.read
  - crm.objects.companies.read
  - crm.objects.deals.read

Paste it into Tuple & Co

Go to Settings → Integrations → CRM, choose your provider, paste the token and pick the region. We validate immediately and show the first three records we can see, so you know the scope is right before you save.

Verify enrichment

Open any conversation from a matched domain. The customer panel on the right shows the CRM card within a few seconds. If it stays empty, the domain isn't matched — see Why a customer record isn't showing.

Troubleshooting

Most failures are scope or region mismatches. Re-check the token's scopes first, then confirm the region matches your CRM account.