Integrations

How to use this page

1. 1

   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.

2. 2

   Connect a CRM

   On Connected Apps, find Salesforce, HubSpot, Pipedrive, Zoho CRM or VanillaSoft and select Connect. VanillaSoft has no sign-in: its page walks you through pasting an Incoming Web Lead posting URL. Connected cards show a status badge and a Manage button for sync settings, import, or disconnect. Each card button names its app for screen readers, for example Manage HubSpot.

3. 3

   Map fields

   Open Field Mapping and review SalesHive fields on the left and CRM destinations on the right. Auto-map with AI can prepare a starting point. Use the destination-field search in each mapping row to type part of a destination field name, then select the matching field. Save mapping when finished.

4. 4

   Refresh contact and call fields

   After changing fields or allowed call-result options in your CRM, select Refresh fields in Field Mapping. Either refresh button reloads both contact fields and call-activity fields while keeping your mapping edits. Open Advanced · Activity & call-outcome mapping to review the updated call fields and dropdown options. If discovery fails, read the error in that section and try Refresh fields again. Review your value matches and select Save mapping to apply mapping changes.

5. 5

   Match CRM dropdown values

   When the selected CRM destination is a dropdown, open Match dropdown values. For listed statuses or call outcomes, choose the CRM option beside each SalesHive value. For other fields, enter the complete value exactly as it appears on the contact, choose the CRM option, and select Add value match. Exact matches need no translation. Values that do not match an allowed option are skipped before sync. Focus the dropdown and press Up or Down to open it. If a search field appears, type to narrow the choices, then press Up or Down to enter the options. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Tab closes it and moves on. Reopening clears the search.

6. 6

   Use a custom CRM field when needed

   If the field is not available in searchable suggestions, select Use a custom field API name and enter the CRM field's internal API name, not its display label. The entry stays visible while you edit. The nearby help control explains where to find it for your CRM, and Choose a discovered field instead returns to the searchable field picker.

7. 7

   Write a fixed value into a CRM field

   In Add a field, choose A fixed value to write one constant into a CRM field on every contact SalesHive pushes. Search for the destination field just as you would for a normal mapping. If it is a dropdown, select one of its actual options.

8. 8

   Check the live preview

   The Live preview redraws as a CRM record card as you change mappings. It shows only values that the current mapping can send. If a dropdown value has neither an exact option match nor a saved translation, the preview omits it just as the live sync will.

9. 9

   Save before leaving

   Field mapping changes do not take effect until you select Save mapping. SalesHive warns before you discard unsaved changes by switching tabs, reloading, or closing the page.

10. 10

    Monitor sync health

    Open Sync Health for synced, skipped and failed totals across all time. Needs attention groups the errors from the last 7 days on apps that are still connected, with how many errors and records each type covers, what it means and how to fix it. If a connected CRM has refused several sync runs in a row (3 or more, about 15 minutes), a notice at the top names it, for example HubSpot is not accepting the connection right now, so nothing is syncing there. Its row under Connections reads Retrying with a red dot. Open it from Connected Apps to see why and what to do. These connection failures write no per-record error, so they never appear under Needs attention. When only older failures exist and no CRM is retrying, a note says nothing needs attention and points you to Sync history. After fixing the cause, select Re-try failed records to push the failed records again; existing CRM records are updated, not duplicated. Sync history lists every attempt and has Export CSV. Use the Outcome, Type and Provider dropdowns to narrow sync history; they support the same keyboard controls as the CRM value dropdowns. For HubSpot warnings on completed syncs, return to Connected Apps, select Manage on HubSpot, and read Details under Recent sync activity.

What the buttons do

Connected Apps / Field Mapping / Sync Health

Switch among CRM connections, destination field mapping, and sync status. With a tab focused, Left and Right arrow keys move between tabs, and Home or End jump to the first or last.

Search your [CRM] fields

Searches the available destination fields in a mapping row instead of requiring a long dropdown scroll.

Use a custom field API name

Keeps an editable API-name field visible when a destination is not in the discovered field list.

Choose a discovered field instead

Closes the custom API-name editor and returns the row to the searchable discovered-field picker.

Match dropdown values

Shows discovered CRM options and opens exact SalesHive value matching for dropdown fields.

View all N [CRM] options

Expands the complete discovered option list for the selected CRM dropdown field.

Add value match

Adds one draft rule that sends a complete SalesHive field value as the selected CRM dropdown option.

Auto-map with AI

Generates suggested field matches that you can review and edit before saving.

A fixed value

Adds a row that always sends one constant, such as SalesHive as lead source, into a CRM field.

Save mapping

Saves the current mapping. Until then, edits are unsaved and protected by a leave-page warning.

Refresh fields

Reloads contact and call-activity fields and their allowed dropdown options from the connected CRM. Available above contact mappings and in Advanced activity mapping. Refreshing does not save mapping edits.

Re-try failed records

Sync Health, under Needs attention. Pushes failed records to your CRM again and tells you how many were queued. It matches existing records and never creates duplicates, so fix the cause first.

Common questions