Skip to main content
Emanate integrates with popular CRMs, enabling automatic sync of leads, contacts, and companies.

​
Supported CRMs

CRMSync Capabilities
HubSpotContacts, Companies, Deals, Notes
SalesforceLeads, Contacts, Accounts, Tasks

​
Connecting Your CRM

​
Step 1: Initiate Connection

  1. Go to Settings → Integrations → CRM
  2. Click Connect CRM
  3. Select your CRM from the list

​
Step 2: Authorize Access

You’ll be redirected to authorize Emanate: For HubSpot:
  • Log in to your HubSpot account
  • Select the portal to connect
  • Grant requested permissions
For Salesforce:
  • Log in to Salesforce
  • Allow access to Emanate

​
Step 3: Configure Sync

After authorization:
  1. Review default field mappings
  2. Adjust mappings as needed
  3. Set sync rules
  4. Enable auto-sync

​
Field Mapping

Emanate automatically maps your lead data — name, email, phone, company, title, and more — to the corresponding fields in your CRM. You can customize these mappings in the integration settings.

​
Sync Behavior

​
Create vs Update

ScenarioBehavior
New lead, no CRM matchCreate new record
Lead exists in CRMUpdate existing record
Duplicate detectionMerge or flag

​
Sync Triggers

TriggerWhen
On captureImmediately when a lead is captured
On enrichmentAfter lead data is enriched
On qualificationWhen the lead meets the ICP threshold
ManualOnly when you request it

​
Sync Direction

Currently one-way (Emanate → CRM):
  • Leads push to CRM
  • CRM changes don’t sync back

​
Conversation Notes

Include conversation context:

​
Note Content

## Emanate Conversation

**Date:** February 4, 2024
**Agent:** Sales Assistant
**Channel:** Voice
**Duration:** 4:32

### Summary
Customer inquired about steel beam pricing for a construction 
project. Interested in 500 linear feet of W8x31 beams.

### Key Points
- Timeline: Q2 2024
- Budget: Approved
- Decision maker: Yes

### ICP Score: 85/100

---
*Synced from Emanate*

​
Note Configuration

Choose what to include in CRM notes: conversation summary, key points, ICP score, and intent signals.

​
Deduplication

​
Matching Strategy

Emanate checks for duplicates by matching email first, then phone, then name + company. You can choose whether to update, create new, or skip.

​
Handling Matches

Match TypeDefault Action
Email exactUpdate record
Phone matchLink or update
Name + CompanyFlag for review

​
Troubleshooting

  • Verify OAuth permissions
  • Check CRM user has admin access
  • Try disconnecting and reconnecting
  • Check required fields are mapped
  • Verify field types match
  • Review error details in sync log
  • Review deduplication settings
  • Check email field mapping
  • Enable duplicate detection

​
Best Practices

Start with minimal field mapping and add more as needed. Too many fields can cause sync issues if data is incomplete.
  • Map email first (best deduplication key)
  • Test with a few leads before enabling auto-sync
  • Monitor sync logs regularly
  • Keep field mappings documented

​
Next Steps

Lead Sync

Detailed sync configuration

Lead Enrichment

Enrich before syncing