Overview
The Integrations hub connects each client's SalesHive account to their CRM (Salesforce, HubSpot, Pipedrive, or Zoho CRM). Pick a client in the global switcher, then connect the CRM, map fields, and monitor sync health from three tabs. This page is for CRM sync only; billing and API keys live under other Settings pages.
How to use this page
Select a client
Use the client switcher in the top bar before you connect or configure anything. Integrations are per client, so each deal has its own CRM connection, field mapping, and sync history.
Connect a CRM
On the Connected Apps tab, find your CRM card (Salesforce, HubSpot, Pipedrive, or Zoho CRM) and click Connect. Sign in with your CRM credentials when prompted. Connected cards show a green status badge and a Manage button that opens the connection's detail page for sync settings, import, or disconnect.
Follow the setup checklist
When you first open Integrations, a setup guide at the top of Connected Apps walks through four steps: connect your CRM, choose how records land, map your fields, and prove it works by pushing a test contact then checking Sync Health. Use the inline buttons to jump to Field Mapping or Sync Health. Dismiss the checklist with the X when you no longer need it.
Know what we add to your CRM
Expand How this works on any CRM card for a short, four-point summary of the sync: a one-way push of contacts, emails, calls, and meetings (nothing is ever deleted), automatic roughly 5-minute syncing, duplicate-safe tagging, and a Manage link for the detail page. To prevent duplicates, SalesHive adds a couple of custom fields to your CRM records (like "SalesHive External ID"). They are harmless and are handy for filtering which records came from SalesHive, and the card tells you up front so nothing shows up in your CRM unexplained.
Start from the recommended mapping
The first time you open Field Mapping for a newly connected CRM, a banner reads "Good news: you're already set up." SalesHive has pre-filled sensible defaults, so you are never staring at a blank form. Look over the live preview on the right, then either hit Save mapping to keep the defaults or click Auto-map with AI to tailor them to your exact fields. The banner clears once you save, run AI mapping, or dismiss it with the X.
Map fields
On the Field Mapping tab, a serif "Field mapping" heading and a SalesHive to your CRM flow chip frame the work: tell SalesHive where each piece of information should land. Rows are listed under "What SalesHive sends" on the left and "Where it lands" in your CRM on the right. Click Auto-map with AI to generate a starting map (it lives in the first-run banner, or once that is dismissed, in a "Not sure? Let AI match your fields for you." toolbar just below the heading), then adjust rows and hit Save mapping. Each field shows a small type badge you can hover to see whether it is a free-text or picklist field, and many controls have a hover tooltip with extra help. Advanced sections cover account-level and call-activity fields when your CRM supports them. If you land here from a CRM's setup guide (its Open Field Mapping button on the connection detail page), this tab opens with that CRM already selected.
Check the live preview
As you map fields, the Live preview on the right redraws as an actual CRM contact record card, complete with an avatar, the sample contact's name, a "New <CRM> record" label, and every field exactly as it will land. It is the fastest way to confirm a row is wired to the right place before you save.
Map to a custom CRM field
If the field you want is not in the dropdown, pick "Custom field..." and type the CRM field's API name. This is your CRM's internal field name, not the friendly label you see on screen. A ? tooltip next to the box points you to where each CRM keeps it (for example HubSpot's internal name under Settings, Properties, or Salesforce's Field Name ending in __c under Object Manager).
Write a fixed value into a CRM field
In the Add a field dropdown, under Other, pick "A fixed value" to write one constant into any CRM field on every contact SalesHive pushes. The classic use is tagging your own Lead Source field with "SalesHive" so you can spot our records at a glance. Type the value and choose the target CRM field. If the target is a dropdown (picklist), the value box becomes a list of that field's real options so the value can never be rejected. Fixed-value rows are kept even when you run Auto-map with AI.
Save before you leave the tab
Field mapping changes are not saved until you click Save mapping. If you switch tabs with unsaved edits, SalesHive asks you to confirm before discarding them, and reloading or closing the browser tab prompts the same warning. Save first, then move on.
Monitor sync health
Open the Sync Health tab to see whether contacts, emails, calls, and meetings are landing in the CRM. All-time synced, skipped, and failed totals sit up top; below them, error cards group failures by category and explain each in plain English with how to fix it. Browse the sync history table and export rows when you need to share details with your team.
What the buttons do
- Connected Apps tab
- Shows available CRM connectors, connection status, and Connect or Manage actions for each provider.
- Field Mapping tab
- A serif heading with a SalesHive to CRM flow chip, mapping rows under What SalesHive sends and Where it lands columns, and a live preview rendered as a CRM record card. Includes Auto-map with AI and Save mapping, with hover tooltips on fields and buttons.
- Sync Health tab
- Live sync status, error breakdowns, and a searchable history of what synced or failed.
- Connect / Manage
- On each CRM card, Connect starts OAuth setup. Manage opens that provider's detail page for sync toggles, import, re-sync, or disconnect.
- How this works
- Expands a short four-point summary on each CRM card: a one-way push, an automatic roughly 5-minute sync, duplicate-safe tagging, and a Manage link to the detail page.
- Auto-map with AI
- Generates suggested field matches you can review and edit before saving. It sits in the first-run banner, or once that is dismissed, in a "Not sure? Let AI match your fields for you." toolbar below the heading. Hover for a one-line explanation. Keeps any fixed-value rows you added.
- Add a field
- The dropdown under the mapping rows. Adds another SalesHive field to map, or, under Other, a fixed value to write into a CRM field.
- A fixed value
- Adds a row that always sends one constant (for example lead source = "SalesHive") into a CRM field on every pushed contact, independent of any SalesHive field.
- Save mapping
- Saves your current field mapping. Until you click this, edits are unsaved and you'll be warned before leaving the tab.
- Custom field...
- The last option in each field dropdown. Reveals a box to enter a CRM field's API name (its internal name, not the on-screen label), with a ? tooltip showing where to find it in your CRM.