Overview
The Integrations hub connects each client's SalesHive account to Salesforce, HubSpot, Pipedrive, Zoho CRM or VanillaSoft. Pick a client, connect the CRM, map discovered or custom destination fields, translate exact dropdown values, review the validated live record preview, and monitor sync health from three tabs.
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, Zoho CRM or VanillaSoft and select Connect. VanillaSoft has no sign-in: its page walks you through pasting an Incoming Web Lead posting URL. 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 destination-field search in each mapping row to type part of a destination field name, then select the matching field. Save mapping when finished.
Refresh contact and call fields
After changing fields or allowed call-result options in your CRM, select Refresh fields in Field Mapping. Either refresh button reloads both contact fields and call-activity fields while keeping your mapping edits. Open Advanced · Activity & call-outcome mapping to review the updated call fields and dropdown options. If discovery fails, read the error in that section and try Refresh fields again. Review your value matches and select Save mapping to apply mapping changes.
Match CRM dropdown values
When the selected CRM destination is a dropdown, open Match dropdown values. For listed statuses or call outcomes, choose the CRM option beside each SalesHive value. For other fields, enter the complete value exactly as it appears on the contact, choose the CRM option, and select Add value match. Exact matches need no translation. Values that do not match an allowed option are skipped before sync. Focus the dropdown and press Up or Down to open it. If a search field appears, type to narrow the choices, then press Up or Down to enter the options. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Tab closes it and moves on. Reopening clears the search.
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 entry stays visible while you edit. The nearby help control explains where to find it for your CRM, and Choose a discovered field instead returns to the searchable field picker.
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 record card as you change mappings. It shows only values that the current mapping can send. If a dropdown value has neither an exact option match nor a saved translation, the preview omits it just as the live sync will.
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. Use the Outcome, Type and Provider dropdowns to narrow sync history; they support the same keyboard controls as the CRM value dropdowns.
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
- Keeps an editable API-name field visible when a destination is not in the discovered field list.
- Choose a discovered field instead
- Closes the custom API-name editor and returns the row to the searchable discovered-field picker.
- Match dropdown values
- Shows discovered CRM options and opens exact SalesHive value matching for dropdown fields.
- View all N [CRM] options
- Expands the complete discovered option list for the selected CRM dropdown field.
- Add value match
- Adds one draft rule that sends a complete SalesHive field value as the selected CRM dropdown option.
- 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.
- Refresh fields
- Reloads contact and call-activity fields and their allowed dropdown options from the connected CRM. Available above contact mappings and in Advanced activity mapping. Refreshing does not save mapping edits.