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Configure CRM connections

Connect Salesforce, HubSpot, Microsoft Dynamics, and AutoChat CRM to sync contacts and conversation data from the CRM Connections page.

Overview

Use the CRM Connections page to connect your external CRM so the system can sync contact information and conversation data in both directions.

The CRM Connections page lives at the /crm-connection route in the app and is intended for admins and operators who manage integrations and data flows.

Access to CRM Connections depends on feature flags such as crmConnectionsEnabled and per-CRM flags like salesforceEnabled, hubspotEnabled, and dynamicsEnabled. If you do not see the page or a specific CRM, contact your account administrator.

Available CRM integrations

The CRM Connections page supports the following CRM providers:

Salesforce

Sync leads, contacts, and conversation context with your Salesforce org using OAuth-based authentication and scheduled syncs.

HubSpot

Connect to HubSpot to keep contact records and engagement history aligned with conversations in your workspace.

Microsoft Dynamics

Integrate with Microsoft Dynamics to enrich contacts and push conversation outcomes back into your Dynamics environment.

AutoChat CRM

Use the built-in AutoChat CRM to store and sync contacts and conversation data without relying on an external system.

More CRM integrations are planned. If you rely on a specific CRM that is not listed here, share it with your account team so they can prioritize support.

Common actions on the CRM Connections page

On /crm-connection, each supported CRM appears as a tile or row with its current status and available actions.

Typical actions include:

  • Connect: Start the connection flow, usually via OAuth or an API key, depending on the CRM.
  • Test connection: Verify that credentials are valid and the CRM endpoint is reachable.
  • Sync now: Trigger an immediate sync of contacts and conversation data, outside the scheduled interval.
  • Disconnect: Remove the connection and stop any further syncs from that CRM.

When you enable sync, you may also see options for what to sync (for example, contacts and notes) and how often to run automatic syncs.

Connect and verify a CRM connection

Use this workflow to connect any supported CRM and confirm that it is working.

Open the CRM Connections page

  • Sign in as an admin or operator with integration permissions.
  • Navigate to the /crm-connection route using the main navigation or by entering it directly in the browser.
  • Confirm that the CRM you want to connect appears in the list and is not already connected.

Start the connection flow

  • Locate the CRM tile, such as Salesforce, HubSpot, Microsoft Dynamics, or AutoChat CRM.
  • Click Connect to open the authentication or configuration modal.
  • If the CRM uses OAuth, follow the prompts to sign in and authorize access.
  • If the CRM uses an API key or similar credential, enter the required values and save.

Enable and configure sync

  • After a successful connection, enable sync if it is not already turned on.
  • Choose what to sync, such as contacts and conversation notes, based on your data needs.
  • Set the sync interval that fits your workflows, then save your settings.

Test and trigger a sync

  • Click Test connection to confirm that the integration is healthy.
  • If the test passes, click Sync now to run an immediate sync and validate data flow.
  • Check that new or updated contacts and conversation data appear correctly in both systems.

Manage or disconnect later

  • Return to /crm-connection any time to adjust sync options or run a manual sync.
  • Use Disconnect if you need to remove access to a CRM and stop all syncing.

Clients

View and manage client records that receive synced data from your connected CRMs.

Integrations overview

See other integrations that complement CRM Connections, such as channels and analytics.

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Last updated 2 weeks ago

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