CRM + the rest of Noots
How contacts and deals connect to your projects and the work of the team.
The reason the CRM lives inside Noots — rather than in a separate sales tool — is that a customer's record can sit next to the work that actually delivers for them.
Linking a Noot
Contacts and opportunities each have a Linked Noot field. Point a deal at the project that will deliver it, and the record carries a chip you can click through — so the account team and the delivery team are looking at the same thing.
- 1Open a contact or opportunity (or its new-record form).
- 2Set Linked Noot to the relevant project.
- 3The record shows a Noot chip; use it to jump between the deal and the work.
Follow-ups vs. tasks
The CRM has its own lightweight follow-ups, which are separate from the tasks on your project boards. Keep sales next-steps as CRM follow-ups where they belong to the deal, and use a linked Noot when the work is a genuine project the wider team runs.
Because the CRM shares your workspace's people and permissions, an owner you assign is a real teammate and a linked Noot is a real project — no exporting, no second account, no copy-paste between tools.
HubSpot and Salesforce sync live in the separate Integrations area, on the Business plan and above. While the CRM is uninstalled or disabled, those controls are hidden and the sync stops — nothing syncs into an area nothing can read.