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Windmill syncs deal information from your connected CRM platforms. This makes it easy to understand sales opportunities, track team contributions to revenue, and reference customer relationships during performance reviews and 1:1s.

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Supported platforms

Windmill currently supports deals from:
  • Attio - Records from the Deals object
  • HubSpot - Records from the Deals object
  • Salesforce - Records from the Opportunities object (Salesforce calls deals “opportunities”)
Deals are synced hourly from all platforms. When you connect a CRM integration, Windmill pulls comprehensive deal information including deal details, associated activities, contacts, and team members. Initial sync: When you first connect any CRM integration, Windmill pulls all deal information from the past day by default. After that, only the latest changes are synced each hour. This applies to all supported platforms (Attio, HubSpot, and Salesforce). What’s synced: All integrations sync the following information:
  • Deals are fetched hourly with incremental updates
  • Deal details including name, stage, amount, close date, and custom fields
  • Associated activities (meetings, calls, emails, tasks, notes, recordings)
  • Contacts from the prospect organization
  • Team members involved in the deal
All custom fields are synced automatically. If you create a new field like “Deal source” or “Contract type” in your CRM, it will appear in Windmill without any additional configuration.

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Access and permissions

Windmill respects the access controls of each connected CRM platform. How it works:
  • Each integration (Attio, HubSpot, Salesforce) determines who can access deal information
  • Only team members with permissions in the source CRM can view those deals in Windmill
  • Managers with subtree visibility can view deals without being directly involved if they have access in the underlying platform
Important limitations: Windmill only syncs data that’s explicitly associated with deals in your CRM:
  • If a contact isn’t linked to any deal in your CRM, Windmill won’t sync that contact
  • If a meeting isn’t associated with a deal, Windmill won’t pull that meeting
  • Only deal-related information is synced—not your entire CRM database
This focused approach ensures Windmill only collects the data needed to understand deal-related work.

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Sync timing

All deal data syncs hourly from connected CRM platforms. This means:
  • Changes made at 10:00 AM may not appear in Windmill until 11:00 AM
  • The sync happens automatically in the background
  • You don’t need to manually trigger syncs

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FAQs

No. Windmill syncs all deals from your connected CRM to provide comprehensive context. However, access controls ensure team members only see deals they have permission to view in the source CRM.
After the initial sync, all changes are tracked incrementally. If you need historical data from before you connected the integration, you can trigger a full sync from the integrations settings page.
No. Windmill only reads data from your CRM—it never writes back or modifies any information in your CRM systems.