CRM Integration Overview
BuildBetter connects with major CRM platforms:
- Salesforce
- HubSpot
- Dynamics 365
- Zoho CRM
- Custom CRM systems
Salesforce Integration
Connection Setup
connection:
platform: "salesforce"
auth_type: "oauth2"
instance: "enterprise"
environment: "production"
permissions:
- read_contacts
- write_activities
- sync_opportunities
Data Mapping
field_mapping:
contact:
email: "Email"
name: "Name"
title: "Title"
company: "Account.Name"
activity:
type: "Type"
subject: "Subject"
description: "Description"
date: "ActivityDate"
Sync Rules
sync_config:
frequency: "real_time"
direction: "bidirectional"
conflict_resolution: "latest_wins"
retry_policy:
attempts: 3
interval: "5m"
HubSpot Example
hubspot_config:
api_version: "v3"
scopes:
- contacts
- companies
- deals
- engagements
rate_limits:
calls_per_second: 10
daily_limit: 250000
Activity Synchronization
Call Records
call_sync:
trigger: "call_completed"
actions:
- create_activity:
type: "Call"
details:
- duration
- participants
- summary
- action_items
- update_contact:
fields:
- last_contact_date
- interaction_count
- create_tasks:
from: "action_items"
assign_to: "account_owner"
Signal Integration
signal_processing:
types:
- feature_request
- bug_report
- sentiment
actions:
- create_ticket
- update_contact_score
- notify_team
routing:
priority_signals: "immediate"
batch_processing: "hourly"
Verify field mappings and permissions before enabling bidirectional sync.
Custom Objects
Object Definition
custom_object:
name: "Meeting_Summary__c"
fields:
- recording_url__c
- transcript__c
- key_points__c
- next_steps__c
Sync Rules
sync_rules:
trigger: "on_summary_generated"
create_record: true
link_to:
- Contact
- Opportunity
- Account
Automation Examples
Lead Enrichment
lead_processing:
triggers:
- new_meeting_scheduled
- call_completed
enrichment:
- update_lead_score
- add_meeting_history
- calculate_engagement
- set_priority
notifications:
- sales_rep
- account_manager
Opportunity Updates
opportunity_sync:
monitor:
- call_sentiment
- meeting_frequency
- signal_patterns
updates:
- probability
- stage
- next_steps
- risk_factors
Configure automation rules based on your sales process and team structure.
Best Practices
Initial Setup
Verify field mappings and permissions
Test Sync
Start with limited data set
Monitor
Check sync status and errors
Scale
Gradually increase sync scope
Error Handling
error_handling:
scenarios:
- api_timeout:
retry: true
max_attempts: 3
- field_mismatch:
log_error: true
notify_admin: true
- duplicate_records:
resolution: "merge"
keep_latest: true
recovery_process:
- pause_sync
- validate_data
- fix_mappings
- resume_sync
monitoring:
- sync_status
- error_rates
- data_quality
Batch Processing
batch_config:
size: 200
interval: "15m"
priority_queue: true
resource_limits:
cpu_max: "70%"
memory_max: "2GB"
Sync Optimization
optimization:
- use_webhooks
- delta_sync
- compression
- connection_pooling
monitoring:
- sync_latency
- api_usage
- error_rates
Monitor API usage and adjust batch sizes for optimal performance.
Regular maintenance and monitoring ensure reliable CRM integration.