HubSpot Integration Setup
Connecting Ashta to your HubSpot CRM — what gets synced, how often, and how to test the connection.
Zoho Integration Setup
Connecting Ashta to Zoho CRM as an alternative to HubSpot.
Re-Triggering a CRM Sync
Manually pushing an investor or activity to CRM when an automatic sync did not happen.
Reading CRM Sync Status
Pending, Processing, Completed, Failed — what each CRM sync state means and how to act on a Failed sync.
Connecting Your DocuSign Account
Linking the platform to your DocuSign account so subscription documents can be sent from your envelopes.