Overview
Manage one CRM connection: connect, choose a safe start, control sync types, set a record owner, test the connection, and watch sync health. SalesHive only adds and updates CRM records. It never deletes them.
How to use this page
Connect the CRM
Use Connect or Reconnect on the status card. The setup guide tracks connection, starting point, field mapping, and a test contact.
Choose a safe starting point
After connecting, Start fresh is recommended when you are unsure. It syncs only new activity. Import existing contacts can push up to the displayed number of SalesHive contacts, create or update CRM records, and trigger CRM workflows or notifications, so it opens a confirmation before it starts.
Re-import existing contacts deliberately
After initial setup, select Resync contacts when you need to push historical contacts again. Review the confirmation before continuing because the same bulk changes and CRM-side workflows can occur. SalesHive cannot automatically undo an import.
Choose what syncs and prove the connection
Use the Contacts, Emails, Calls, and Meetings toggles to control new activity. Set an optional record owner where available, then use Test connection to send a labeled test record through the real sync path.
Resolve a Salesforce External ID warning
If Salesforce cannot create its Lead dedupe field automatically, sync continues with email-based matching and the page shows setup guidance. Ask a Salesforce admin to add a Text(255) Lead field named SalesHive_External_Id__c with External ID and Unique enabled. Revisit the page or select Re-run setup to check Salesforce again. The resolved setup warning clears only after the field is detected.
Review sync health
Use Last 24 hours and Recent sync activity to find failures. Fix the cause and select Retry failed records to queue matching records for the next sync.
What the buttons do
- Start fresh (recommended)
- Skips historical import and begins syncing new activity only. You can choose a historical import later.
- Import N contacts
- Opens a confirmation before the one-time historical import of existing contacts.
- Re-run setup
- Reopens the setup guide. For Salesforce, it also checks whether the required Lead external ID field is now available and reports the result.
- Resync contacts
- Opens a confirmation before re-importing existing contacts.
- Test connection
- Pushes one labeled test record through the real CRM sync path.
- Retry failed records
- Queues failed records for the next scheduled sync after the cause is fixed.