Supported CRMs
Connecting Your CRM
Step 1: Initiate Connection
- Go to Settings → Integrations → CRM
- Click Connect CRM
- 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
- Log in to Salesforce
- Allow access to Emanate
Step 3: Configure Sync
After authorization:- Review default field mappings
- Adjust mappings as needed
- Set sync rules
- 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
Sync Triggers
Sync Direction
Currently one-way (Emanate → CRM):- Leads push to CRM
- CRM changes don’t sync back
Conversation Notes
Include conversation context:Note Content
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
Troubleshooting
Connection failed
Connection failed
- Verify OAuth permissions
- Check CRM user has admin access
- Try disconnecting and reconnecting
Sync errors
Sync errors
- Check required fields are mapped
- Verify field types match
- Review error details in sync log
Duplicates created
Duplicates created
- Review deduplication settings
- Check email field mapping
- Enable duplicate detection
Best Practices
- 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