Overview
The Integrations hub connects each client's SalesHive account to their CRM (Salesforce, HubSpot, Pipedrive, or Zoho CRM). Pick a client, connect the CRM, map fields, and monitor sync health from three tabs. Field pickers are searchable, so you can quickly find the right destination field before saving.
How to use this page
Select a client
Use the client switcher in the top bar before you connect or configure anything. Integrations are per client, so each deal has its own CRM connection, field mapping, and sync history.
Connect a CRM
On Connected Apps, find Salesforce, HubSpot, Pipedrive, or Zoho CRM and select Connect. Connected cards show a status badge and a Manage button for sync settings, import, or disconnect.
Map fields
Open Field Mapping and review SalesHive fields on the left and CRM destinations on the right. Auto-map with AI can prepare a starting point. Use the Search your CRM fields box in each mapping row to type part of a destination field name, then select the matching field from the suggestions. Save mapping when finished.
Use a custom CRM field when needed
If the field is not available in searchable suggestions, select Use a custom field API name and enter the CRM field's internal API name, not its display label. The nearby help control explains where to find it for your CRM.
Write a fixed value into a CRM field
In Add a field, choose A fixed value to write one constant into a CRM field on every contact SalesHive pushes. Search for the destination field just as you would for a normal mapping. If it is a dropdown, select one of its actual options.
Check the live preview
The Live preview redraws as a CRM contact record card as you change mappings, so you can confirm where each value will land before saving.
Save before leaving
Field mapping changes do not take effect until you select Save mapping. SalesHive warns before you discard unsaved changes by switching tabs, reloading, or closing the page.
Monitor sync health
Open Sync Health for synced, skipped, and failed totals, plain-language error guidance, sync history, and exports when needed.
What the buttons do
- Connected Apps / Field Mapping / Sync Health
- Switch among CRM connections, destination field mapping, and sync status.
- Search your CRM fields
- Searches the available destination fields in a mapping row instead of requiring a long dropdown scroll.
- Use a custom field API name
- Lets you map to a CRM field by its internal API name when it is not in the available field list.
- Auto-map with AI
- Generates suggested field matches that you can review and edit before saving.
- A fixed value
- Adds a row that always sends one constant, such as SalesHive as lead source, into a CRM field.
- Save mapping
- Saves the current mapping. Until then, edits are unsaved and protected by a leave-page warning.