CRM Integrations

CRM Integrations

CRM integrations require you to connect your account in the Admin Settings tab and provide a token or credentials. Hyperlink here

‍

‍HubSpot

‍What we send

Contact Info

• First Name
• Last Name
• Phone
• Email
• Legal Address

Account Info

• Legal Name
• Website

HubSpot will automatically populate certain information if publicly available

• Company Revenue
• Company headcount
• Domain

‍

What we receive

• UID provided by HubSpot after the account is successfully created
• Wrench Icon - anchor to field in the Customer Record Data view
• Integration not configured - anchor to the Template > Integration View

‍

‍Salesforce

‍What we send

Contact Info

• First Name
• Last Name
• Phone
• Email Address
• Address

Account Info

• Legal Name
• Tax Identification Number (EIN)
• Website
• Industry
• Legal Address

Template Info

• Template Name
• Email address of customer owner if there is a correlated user in Salesforce
• App Start and Complete date

‍

What we receive

• UID provided by Salesforce after the account is successfully created
• Wrench Icon - anchor to field in the Customer Record Data view
• Integration not configured - anchor to the Template > Integration View

‍