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Learn how to connect and use BuildBetter with your CRM through real-world examples.

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Example 1: Connecting Salesforce

Scenario: Sync contacts and accounts between BuildBetter and Salesforce
1

Connect Salesforce

  1. Go to Settings > Integrations
  2. Find Salesforce in the CRM section
  3. Click “Connect”
  4. Authorize with your Salesforce account
2

Configure Sync Settings

After connection:
  • Select which properties to sync
  • Choose sync frequency
  • Map custom fields (if needed)
3

Initial Sync

  • Salesforce contacts sync to BuildBetter People
  • Salesforce accounts sync to BuildBetter Companies
  • Wait for initial sync to complete (may take several minutes)
4

View Synced Data

  • Go to People or Companies section
  • See Salesforce data in person/company profiles
  • CRM properties show with Salesforce icon (read-only)
Salesforce properties sync to BuildBetter but are read-only. Edit them in Salesforce and they’ll update in BuildBetter on next sync.

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Example 2: HubSpot Contact Sync

Scenario: Import HubSpot contacts to enrich BuildBetter people profiles
1

Connect HubSpot

  1. Go to Settings > Integrations
  2. Find HubSpot in the CRM section
  3. Click “Connect” and authorize
2

Configure Properties

  • Select which HubSpot properties to sync
  • Choose contact and company fields
  • Enable bi-directional sync if desired
3

Access CRM Data in BuildBetter

In person profiles:
  • See HubSpot properties section
  • Filter signals by HubSpot metadata
  • Use CRM fields in signal queries

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Example 3: Filtering Signals by CRM Data

Scenario: Find all feature requests from enterprise accounts (defined in Salesforce)
1

Navigate to Signals

Go to Signals or Clustering section
2

Use CRM Metadata Filter

Build query:
  • Type = “Feature Request”
  • Company Industry = “Technology” (from Salesforce)
  • Account Type = “Enterprise” (from Salesforce custom field)
3

Analyze Results

  • See feature requests from enterprise tech companies
  • CRM context enriches each signal
  • Export or create dashboard
Once CRM is connected, all Salesforce/HubSpot fields become available as filters in Signals and throughout BuildBetter.

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Example 4: Tracking Calls by Opportunity Stage

Scenario: Analyze calls associated with deals in different stages
1

Ensure CRM Sync Active

Verify Salesforce/HubSpot sync is running and up-to-date
2

Filter Recordings

In Recordings section:
  • Add Company filter
  • Select companies with open opportunities
  • Or use CRM metadata to filter by opportunity stage
3

Analyze by Stage

  • Group calls by deal stage (Discovery, Demo, Negotiation, etc.)
  • Identify patterns in successful vs unsuccessful deals
  • Create dashboards showing sentiment by stage

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Example 5: Logging Call Summaries Back to CRM

Scenario: Send BuildBetter call summaries to Salesforce as activities Current Capability: Salesforce integration supports activity logging
1

Configure Salesforce Sync

In Salesforce integration settings:
  • Enable activity logging
  • Map BuildBetter summaries to Salesforce activities
2

Recordings Auto-Sync

When calls are processed:
  • Summary automatically created in BuildBetter
  • Activity logged to relevant Salesforce contact/account
  • Link back to BuildBetter included
3

View in Salesforce

  • Open contact or account in Salesforce
  • See BuildBetter call in activity timeline
  • Click link to view full details in BuildBetter
Activity logging must be enabled in your Salesforce integration settings. Check Settings > Integrations > Salesforce for configuration.

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Best Practices

Keep CRM data clean: Accurate CRM data improves BuildBetter filtering and insights
Use CRM metadata in queries: Filter signals by industry, account tier, deal stage, etc.
Regular sync checks: Verify CRM integration status weekly in Settings
Map important custom fields: Sync CRM fields you use for segmentation

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Common CRM Workflows

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Enterprise Account Monitoring

  1. Connect Salesforce
  2. Filter signals by Account Type = “Enterprise”
  3. Track sentiment trends for top accounts
  4. Alert customer success team on negative signals

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Deal Stage Analysis

  1. Sync Salesforce opportunities
  2. Filter calls by Opportunity Stage
  3. Analyze patterns in won vs lost deals
  4. Share insights with sales team

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Contact Enrichment

  1. Import HubSpot contacts
  2. BuildBetter enriches with call participation data
  3. View engagement history per contact
  4. Identify most/least engaged contacts
For more on CRM features, see: