> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Integration Examples

> Practical examples of using BuildBetter with Salesforce and HubSpot

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

## Example 1: Connecting Salesforce

**Scenario**: Sync contacts and accounts between BuildBetter and Salesforce

<Steps>
  <Step title="Connect Salesforce" stepNumber={1}>
    1. Go to **Settings > Integrations**
    2. Find **Salesforce** in the CRM section
    3. Click "Connect"
    4. Authorize with your Salesforce account
  </Step>

  <Step title="Configure Sync Settings" stepNumber={2}>
    After connection:

    * Select which properties to sync
    * Choose sync frequency
    * Map custom fields (if needed)
  </Step>

  <Step title="Initial Sync" stepNumber={3}>
    * Salesforce contacts sync to BuildBetter People
    * Salesforce accounts sync to BuildBetter Companies
    * Wait for initial sync to complete (may take several minutes)
  </Step>

  <Step title="View Synced Data" stepNumber={4}>
    * Go to **People** or **Companies** section
    * See Salesforce data in person/company profiles
    * CRM properties show with Salesforce icon (read-only)
  </Step>
</Steps>

<Note>
  Salesforce properties sync to BuildBetter but are read-only. Edit them in Salesforce and they'll update in BuildBetter on next sync.
</Note>

## Example 2: HubSpot Contact Sync

**Scenario**: Import HubSpot contacts to enrich BuildBetter people profiles

<Steps>
  <Step title="Connect HubSpot" stepNumber={1}>
    1. Go to **Settings > Integrations**
    2. Find **HubSpot** in the CRM section
    3. Click "Connect" and authorize
  </Step>

  <Step title="Configure Properties" stepNumber={2}>
    * Select which HubSpot properties to sync
    * Choose contact and company fields
    * Enable bi-directional sync if desired
  </Step>

  <Step title="Access CRM Data in BuildBetter" stepNumber={3}>
    In person profiles:

    * See HubSpot properties section
    * Filter signals by HubSpot metadata
    * Use CRM fields in signal queries
  </Step>
</Steps>

## Example 3: Filtering Signals by CRM Data

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

<Steps>
  <Step title="Navigate to Signals" stepNumber={1}>
    Go to Signals or Clustering section
  </Step>

  <Step title="Use CRM Metadata Filter" stepNumber={2}>
    Build query:

    * Type = "Feature Request"
    * Company Industry = "Technology" (from Salesforce)
    * Account Type = "Enterprise" (from Salesforce custom field)
  </Step>

  <Step title="Analyze Results" stepNumber={3}>
    * See feature requests from enterprise tech companies
    * CRM context enriches each signal
    * Export or create dashboard
  </Step>
</Steps>

<Tip>
  Once CRM is connected, all Salesforce/HubSpot fields become available as filters in Signals and throughout BuildBetter.
</Tip>

## Example 4: Tracking Calls by Opportunity Stage

**Scenario**: Analyze calls associated with deals in different stages

<Steps>
  <Step title="Ensure CRM Sync Active" stepNumber={1}>
    Verify Salesforce/HubSpot sync is running and up-to-date
  </Step>

  <Step title="Filter Recordings" stepNumber={2}>
    In Recordings section:

    * Add Company filter
    * Select companies with open opportunities
    * Or use CRM metadata to filter by opportunity stage
  </Step>

  <Step title="Analyze by Stage" stepNumber={3}>
    * Group calls by deal stage (Discovery, Demo, Negotiation, etc.)
    * Identify patterns in successful vs unsuccessful deals
    * Create dashboards showing sentiment by stage
  </Step>
</Steps>

## Example 5: Logging Call Summaries Back to CRM

**Scenario**: Send BuildBetter call summaries to Salesforce as activities

**Current Capability**: Salesforce integration supports activity logging

<Steps>
  <Step title="Configure Salesforce Sync" stepNumber={1}>
    In Salesforce integration settings:

    * Enable activity logging
    * Map BuildBetter summaries to Salesforce activities
  </Step>

  <Step title="Recordings Auto-Sync" stepNumber={2}>
    When calls are processed:

    * Summary automatically created in BuildBetter
    * Activity logged to relevant Salesforce contact/account
    * Link back to BuildBetter included
  </Step>

  <Step title="View in Salesforce" stepNumber={3}>
    * Open contact or account in Salesforce
    * See BuildBetter call in activity timeline
    * Click link to view full details in BuildBetter
  </Step>
</Steps>

<Warning>
  Activity logging must be enabled in your Salesforce integration settings. Check Settings > Integrations > Salesforce for configuration.
</Warning>

## Best Practices

<Check>
  **Keep CRM data clean**: Accurate CRM data improves BuildBetter filtering and insights
</Check>

<Check>
  **Use CRM metadata in queries**: Filter signals by industry, account tier, deal stage, etc.
</Check>

<Check>
  **Regular sync checks**: Verify CRM integration status weekly in Settings
</Check>

<Check>
  **Map important custom fields**: Sync CRM fields you use for segmentation
</Check>

## Common CRM Workflows

### 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

### 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

### 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:

* [CRM Integration Overview](/pages/CRM%20Integration/overview)
* [People and Companies](/pages/CRM%20Integration/people-and-companies)
* [Salesforce Integration](/pages/Integrations/crm/salesforce)
* [HubSpot Integration](/pages/Integrations/crm/hubspot)