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CRM Integration Overview

BuildBetter connects with major CRM platforms:

  • Salesforce
  • HubSpot
  • Dynamics 365
  • Zoho CRM
  • Custom CRM systems

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Salesforce Integration

1

Connection Setup

connection:
  platform: "salesforce"
  auth_type: "oauth2"
  instance: "enterprise"
  environment: "production"
  permissions:
    - read_contacts
    - write_activities
    - sync_opportunities
2

Data Mapping

field_mapping:
  contact:
    email: "Email"
    name: "Name"
    title: "Title"
    company: "Account.Name"
  activity:
    type: "Type"
    subject: "Subject"
    description: "Description"
    date: "ActivityDate"
3

Sync Rules

sync_config:
  frequency: "real_time"
  direction: "bidirectional"
  conflict_resolution: "latest_wins"
  retry_policy:
    attempts: 3
    interval: "5m"

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HubSpot Example

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Activity Synchronization

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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"

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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.

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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

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Automation Examples

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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

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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.

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Best Practices

1

Initial Setup

Verify field mappings and permissions

2

Test Sync

Start with limited data set

3

Monitor

Check sync status and errors

4

Scale

Gradually increase sync scope

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Error Handling

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Performance Optimization

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Batch Processing

batch_config:
  size: 200
  interval: "15m"
  priority_queue: true
  resource_limits:
    cpu_max: "70%"
    memory_max: "2GB"

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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.