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

# CRM Integration

> Connect your CRM to sync leads automatically

Emanate integrates with popular CRMs, enabling automatic sync of leads, contacts, and companies.

## Supported CRMs

| CRM            | Sync Capabilities                 |
| -------------- | --------------------------------- |
| **HubSpot**    | Contacts, Companies, Deals, Notes |
| **Salesforce** | Leads, 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

| Scenario               | Behavior               |
| ---------------------- | ---------------------- |
| New lead, no CRM match | Create new record      |
| Lead exists in CRM     | Update existing record |
| Duplicate detection    | Merge or flag          |

### Sync Triggers

| Trigger          | When                                  |
| ---------------- | ------------------------------------- |
| On capture       | Immediately when a lead is captured   |
| On enrichment    | After lead data is enriched           |
| On qualification | When the lead meets the ICP threshold |
| Manual           | Only 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

```markdown theme={"theme":{"light":"github-light","dark":"vitesse-dark"}}
## 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 Type     | Default Action  |
| -------------- | --------------- |
| Email exact    | Update record   |
| Phone match    | Link or update  |
| Name + Company | Flag for review |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection failed">
    * Verify OAuth permissions
    * Check CRM user has admin access
    * Try disconnecting and reconnecting
  </Accordion>

  <Accordion title="Sync errors">
    * Check required fields are mapped
    * Verify field types match
    * Review error details in sync log
  </Accordion>

  <Accordion title="Duplicates created">
    * Review deduplication settings
    * Check email field mapping
    * Enable duplicate detection
  </Accordion>
</AccordionGroup>

## Best Practices

<Tip>
  Start with minimal field mapping and add more as needed. Too many fields can cause sync issues if data is incomplete.
</Tip>

* 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

<CardGroup cols={2}>
  <Card title="Lead Sync" icon="refresh-cw" href="/leads/crm-sync">
    Detailed sync configuration
  </Card>

  <Card title="Lead Enrichment" icon="sparkles" href="/leads/enrichment">
    Enrich before syncing
  </Card>
</CardGroup>