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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
  • Pipedrive - 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 a supported CRM integration, Windmill starts a date-range sync for the previous six months. After that, the latest changes are synced each hour. What’s synced: The available data depends on the CRM and its integration settings. Supported data can include:
  • Deal details including name, stage, amount, and close date
  • 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, Pipedrive, 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:
  • New data appears after a successful sync. Source processing and queue work can add more time.
  • The sync happens automatically in the background
  • You don’t need to manually trigger syncs

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FAQs

Available scope controls depend on the CRM. Some integrations let you limit the authorized workspaces, objects, lists, pipelines, or teams.
The initial sync covers the previous six months. If you need older data, you can trigger a date-range sync from the integration settings when the integration supports it.
No. Windmill only reads data from your CRM—it never writes back or modifies any information in your CRM systems.