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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
Windmill automatically syncs readable custom deal fields. For Salesforce, this support applies only to fields on the standard Opportunity object. The Salesforce integration user must have Read Access to each field. Learn about Salesforce data support.

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Access and permissions

Deal access depends on the CRM. How it works:
  • HubSpot, Pipedrive, and Salesforce: Windmill copies each deal’s permissions from the CRM. Only team members who can access a deal in the CRM can view it in Windmill.
  • Attio: Every Windmill member who is a user in the connected Attio workspace can view the synced deals.
  • Managers with subtree visibility can view deals without being directly involved if they have access to those deals.
What else syncs: Deal records sync with their associated activities, contacts, and team members. HubSpot and Attio also send Windmill change events for other CRM records, such as contacts, companies, notes, and tasks. Windmill stores these events as activity for the person who made the change.

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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, open the integration’s three-dot menu in Settings > Integrations and select Full Sync to choose a date range.
No. Windmill only reads data from your CRM—it never writes back or modifies any information in your CRM systems.