Does HawkOpen integrate with my CRM, such as Pipedrive?

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• What does a contact show in the HawkOpen CRM, and is there an activity timeline?

  A contact shows its name, email address, company, phone, job title, lead source, tags, your own fields and whether the person has opted out, plus a history with the newest entries first: changes to the record, your team’s notes and the emails sent to that address through HawkOpen, with their opens, clicks, replies and bounces. The CRM is part of the Pro and Business plans; on Free it is a paid add-on with a 21-day trial.

• Can I import and export CRM contacts as a CSV file, for example from Gmail or Outlook?

  Yes, through CSV files: the import with a preview takes up to 5,000 rows (1 MB) at a time, a larger file goes through the large import, and the export of each record type is limited by file size, not by a number of rows. There is no direct import from Google Contacts or Outlook, so export your contacts there as a CSV first.

• Can I add notes, tasks and deals with stages in the HawkOpen CRM?

  Yes. You can add notes to any record, create tasks with a person, a due date, a status and an optional email reminder, and move opportunities on a board through the stages of a pipeline: by default lead, qualified, proposal, won and lost.

• Can I tag contacts and keep saved lists in HawkOpen?

  Yes. An owner or admin keeps the workspace’s list of tags, contacts carry tags (also from a CSV import), and you can filter the contact list by tag. On every plan you can also save recipient lists for campaigns.

• Can I add custom fields to contacts in the HawkOpen CRM?

  Yes. An owner or admin defines the workspace’s own contact fields, of the type text, number, date, choice list or yes/no, and each contact can have a value in each of them. Contacts also have built-in fields for phone, job title and lead source.

• Does the HawkOpen CRM find and merge duplicate contacts?

  Yes. For a contact you can look up possible duplicates and merge two of them, choosing for the name, the email address and the company which version to keep. A merge can be undone.

• How does email sync work in the HawkOpen CRM?

  There is no automatic two-way sync, neither with other CRMs nor with your mail contacts. Inside HawkOpen, a contact’s history shows by itself the emails your team sent to that address through HawkOpen; other emails from your connected mailboxes you link yourself, and on Business, webhooks can send tracking events to other tools.

• How do I erase a CRM contact when someone asks me to delete their data?

  Open the contact in the CRM and request its erasure; to prevent mistakes, you confirm by typing ERASE CONTACT. You can also mark a contact as opted out instead of erasing it.

• Is the HawkOpen CRM GDPR compliant?

  We do not make that promise: whether you meet the GDPR depends on how you collect and use your contacts, not only on the tool. HawkOpen gives you tools for it: erasing a contact, marking it as opted out, and exporting your records.

• Can I attach voice notes to contacts in the HawkOpen CRM?

  Yes, as text. You dictate the note with your device’s own dictation, and HawkOpen receives and keeps only the text, never a recording. A voice note starts as a draft you can correct, and once approved it appears as a note in the history of the contact or opportunity.

• What is a CRM, and what does CRM email mean?

  CRM stands for customer relationship management: one place for your companies, contacts, sales opportunities and tasks. “CRM email” usually means emails that are saved on the contact they belong to, so the whole team sees the history.

• Can clients book a meeting from a HawkOpen proposal, or can I add a booking link such as Calendly?

  A proposal link offers the client a “request a meeting” action that lets you know, but HawkOpen does not connect to any calendar. In an email you can add any https booking link, for example Calendly, and where links are tracked, HawkOpen counts its clicks like any other link.

• Is HawkOpen in the Google Workspace Marketplace or Microsoft AppSource?

  No. HawkOpen is not listed in the Google Workspace Marketplace or Microsoft AppSource and has no Gmail add-on or Outlook add-in. It works through a browser extension for Chrome and Firefox and through the HawkOpen dashboard.

• How do I connect HawkOpen to Zapier, Make, n8n or Power Automate?

  Through webhooks on the Business plan. HawkOpen has no ready-made app in Zapier or Make; instead you create a webhook trigger there, such as a Zapier Catch Hook, and paste its address into HawkOpen.

• Can I send HawkOpen events to Google Sheets, Airtable, Notion or Slack?

  Not directly: HawkOpen has no built-in connection to these tools. On the Business plan you can send its webhooks to an automation tool such as Zapier, Make or n8n, which then adds a row to a sheet, a Notion page or a Slack message.

• Does HawkOpen offer a public REST API and API keys?

  No. HawkOpen has no public API and does not issue API keys. To get data out, use signed webhooks on the Business plan, which send events as they happen, and CSV export from the CRM.

• Which events can HawkOpen webhooks send, and is an unsubscribe reported?

  Ten message events: email sent, open signal, click, reply, bounce, unsubscribe, reminder due, report ready, alert triggered and a recipient’s refusal of tracking, plus five CRM events for new or changed companies and contacts and a contact import. Yes, an unsubscribe is reported as contact.unsubscribed. Webhooks are part of the Business plan.

• Can I connect HawkOpen to Claude, ChatGPT or other AI apps through MCP?

  Not today. HawkOpen does not have an MCP connection or any other direct link to AI apps. The way to get its events into other tools is webhooks on the Business plan.

• What does a HawkOpen webhook delivery contain?

  An HTTPS POST with a JSON body that holds the event’s own fields plus id, event and occurred_at. Headers carry the signature (X-HawkOpen-Signature), the delivery id, the event name and a creation and expiry time.

• How do HawkOpen webhook retries and timeouts work?

  Each attempt may take up to 15 seconds, and a delivery gets at most 4 attempts. HawkOpen retries only after a network error, a 5xx response or a 429; any other 4xx response ends the delivery at once.

• Which web addresses can a HawkOpen webhook point to, and can it be localhost or a private address?

  The address must use https and port 443, 8443 or a port above 1024, and it must lead to a public server. Localhost and private or reserved networks, such as 10.x or 192.168.x addresses, are refused.

• Can Zapier send an automated tracked email through HawkOpen?

  No. HawkOpen does not have this: its webhooks only send events out, and there is no action that lets Zapier or another tool send an email through HawkOpen.

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