Overview
This is the detail page for one CRM connection (Salesforce, HubSpot, Pipedrive, or Zoho CRM), reached from the Integrations hub by clicking Manage on a CRM card. From here you connect or reconnect the CRM, decide whether to import your existing contacts, choose what syncs, optionally set a default record owner, send a test contact to prove it works, and watch sync health. A guided setup checklist walks you through the first-time steps. Sync is one way: SalesHive only adds and updates records in your CRM, it never deletes anything.
How to use this page
Follow the setup guide
A guided checklist sits at the top of the page and tracks your progress: connect the CRM, choose your starting point, review your field mapping, and prove it works with a test contact. Completed steps get a check mark and the current step is highlighted. The Review your field mapping step has an Open Field Mapping button that jumps you straight to the right tab. Once all four are done it says Setup complete and you can dismiss the guide with the X in its top corner (it stays hidden on future visits).
Connect the CRM
If you are not connected yet, click Connect and sign in with your CRM credentials. For Zoho only, pick your Datacenter first (United States, Europe, India, Australia, or Japan) so the sign-in points at the right region. When the connection is live the status reads Connected and shows the account it is linked to.
Choose whether to import your existing contacts
Right after connecting, a one-time choice appears: Import all your existing SalesHive contacts into the CRM now, or Skip and only sync new activity going forward. Skipping is safe and reversible, so start fresh if you are not sure. You can run the import later any time with Resync existing contacts.
Pick what syncs
Under What gets synced, four toggles control what SalesHive pushes: contacts, emails, calls, and meetings. They default to on. Turn off anything you do not want mirrored into your CRM. SalesHive pushes matching new activity on the next scheduled sync, which runs every 5 minutes.
Set an optional record owner
When your CRM supports it, a Record owner section lets you assign the records SalesHive creates to a specific person on your team. This applies to new records only, so re-assignments you make in your CRM always stick. Leave it unset to use your CRM's own assignment rules.
Send a test contact
Once connected, click Send a test contact to push one clearly labeled record (named "SalesHive Sync Test") straight into your CRM using the real sync path. In a few seconds you get a confirmation with how long it took and a link to open the record in your CRM. It is safe to delete, and clicking again updates the same record rather than making a duplicate. This is the fastest way to prove the connection is working end to end.
Check the last 24 hours
The Last 24 hours card summarizes what SalesHive pushed to your CRM in the past day in plain English: how many records Synced, how many are Waiting or skipped, and how many Failed. If everything is clean it says so. If anything failed, you get a plain-language card for each problem type explaining what it means and how to fix it, plus a Retry failed records button that re-queues them for the next sync.
Read the common questions
A Common questions section near the bottom answers what clients ask most when connecting a CRM: whether SalesHive can delete data, duplicate contacts, how fast activity shows up, why new custom fields appear, how to send a fixed value like a lead source, and who gets assigned new records. Click any question to expand its answer.
Review recent sync activity
The Recent sync activity table lists the last 50 events with when they happened, the type, the outcome (success, skipped, or failed), the CRM's record id, and any error message. Use it to confirm records are landing and to spot anything that failed.
What the buttons do
- Open Field Mapping (setup guide)
- In the setup checklist, jumps to the Integrations hub Field Mapping tab with this CRM already selected.
- Dismiss setup guide
- The X on the setup checklist. Hides the guide for this CRM; it stays hidden on future visits.
- Connect / Reconnect
- Starts the CRM sign-in (OAuth). Reads Reconnect if a previous connection needs re-authorizing.
- Datacenter (Zoho only)
- Picks which Zoho region your CRM lives in (US, Europe, India, Australia, or Japan) before sign-in.
- Import N contacts
- Runs the one-time import that mirrors your existing SalesHive contacts into the CRM.
- Skip, only sync new activity
- Skips the initial import and starts fresh, so only new activity syncs from now on. Reversible via Resync.
- Sync toggles
- Four on/off switches for contacts, emails, calls, and meetings. Control what SalesHive pushes to the CRM.
- Assign new records to
- Optional owner picker. Assigns records SalesHive creates to a chosen CRM user; affects new records only.
- Send a test contact
- Pushes one labeled test record into your CRM through the live sync path and returns a link to it. Re-clicking updates the same record, never a duplicate.
- Retry failed records
- Appears in the Last 24 hours card when something failed. Re-queues the failed records to retry on the next sync (within about 5 minutes).
- Resync existing contacts
- Re-pushes your existing contacts to the CRM. Also the way to run the import after you skipped it. Disabled while an import is running.
- Disconnect
- Stops all pushes to the CRM after a confirmation. Existing CRM records are left untouched and you can reconnect any time.