Engage supports HubSpot, Salesforce and Zoho CRM connections. The new-look lead panel can show an outside system and, when appropriate, an existing record link or Send now for a lead that is not yet in that system. A teammate needs access to the lead and CRM.
An admin can open Settings > Connections > CRM to review and manage the connection. Available connection options depend on what Engage offers for the workspace. A failed connection-status read is not proof that a CRM is connected. The connection shortcut inside the new-look lead panel is not available yet; the separate Settings destination is available.
Send now requests a sync of the selected lead. Check the result before trying again if it cannot be confirmed. No automatic sync frequency is promised here.
For plan availability, see Plans and tiers.