CRM Integration

This guide is for admins and implementation leads setting up CRM integrations in Revspire with consistent naming, labels, and copy-ready values.

Supported CRM Connectors

• Salesforce
• HubSpot
• Dynamics 365
• Pipedrive
• Zoho CRM

Connection Model (Required)

1. Service User Connection (Org-level)
   Path: Setup > Deal Room > CRM Integration
   Used for organization sync and shared CRM workflows.
2. User Connection (Per-user)
   Path: Main > Settings > Connection
   Used for user-initiated actions and user-context features.

Recommended Naming Standard

Use a predictable connection naming format so admins can audit and support quickly.

Service User Connection Name format:
revspire-{org_slug}-{crm}-svc-{env}

User Connection Name format:
revspire-{crm}-{user_email}

Examples:
revspire-acme-salesforce-svc-prod
revspire-acme-hubspot-svc-prod
revspire-salesforce-jane.doe@acme.com

Exact Labels You Will See

• CRM selector label: CRM
• Connection name label: Connection Name
• Primary toggle label: Set as Primary (user connection flow)
• Environment label: Environment (if connector supports it)
• Status labels: Connected, Disconnected, Active, Inactive

Copy Box: Admin Setup Checklist

1) Create Service User Connection
Path: Setup > Deal Room > CRM Integration

2) Verify Service User Status = Connected

3) Ask end users to create User Connection
Path: Main > Settings > Connection

4) Set Primary Connection where required

5) Run a test sync/action from Revspire

Connector-Specific Guides

1. Salesforce Connection
2. HubSpot Connection
3. Dynamics 365 Connection
4. Pipedrive Connection
5. Zoho Connection

Troubleshooting Quick Notes

• If authorization opens but does not persist, verify CRM-side app approval/admin consent is completed first.
• If one user works but others fail, check each user has a per-user connection and is marked active in CRM.
• If sync fails after working earlier, reauthorize connection and confirm token/session has not been revoked in CRM.