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

# CRM integrations

> Connect Qwoty to your CRM to sync customers, opportunities, and deals

{/* AUDIT NOTE: Nav "Settings → Integrations → CRM" is WRONG. Integrations are under Settings → Developer → Integrations (/settings/integrations) — there is no dedicated CRM sub-page. Salesforce is NOT available (confirmed integrations: Google Chat, HubSpot, Microsoft Teams, Pennylane, Pipedrive, Slack, Stripe Invoice, Stripe Payment Link). HubSpot and Pipedrive are available CRM-type integrations. The Tabs component listing Salesforce, HubSpot, Pipedrive and the nav steps referencing "Settings → Integrations → CRM" are incorrect. All [BUTTON LABEL] TODOs retained. */}

CRM integrations keep your customer data synchronized between Qwoty and your sales platform. When enabled, Qwoty can automatically create or update CRM records when you create quotes, publish Dealrooms, or close deals.

Qwoty supports native integrations with Salesforce, HubSpot, and Pipedrive.

## What CRM integrations do

CRM integrations establish a two-way connection between Qwoty and your sales platform. This keeps customer records, deal status, and quote data in sync across both systems.

**Key capabilities:**

* Pull customer and opportunity data into Qwoty when creating quotes
* Push quote totals, line items, and status updates back to the CRM
* Automatically create or update CRM deals when quotes reach specific statuses
* Map Qwoty fields to custom CRM fields
* Sync contract records and order details

<Note>
  CRM integrations require **Admin** role permissions to configure. Once enabled, all users can benefit from the sync.
</Note>

## How syncing works

```mermaid theme={null}
sequenceDiagram
    participant CRM
    participant Qwoty
    participant Sales Rep
    
    Sales Rep->>Qwoty: Create quote for customer
    Qwoty->>CRM: Fetch customer & opportunity data
    CRM-->>Qwoty: Return account details
    Sales Rep->>Qwoty: Publish quote to Dealroom
    Qwoty->>CRM: Update opportunity stage
    Sales Rep->>Qwoty: Quote accepted
    Qwoty->>CRM: Create closed-won deal + order record
```

## Supported platforms

<Tabs>
  <Tab title="Salesforce">
    The Salesforce integration connects to Accounts, Opportunities, Quotes, and Products. You can sync both standard and custom objects.

    **Synced objects:**

    * Accounts → Customers
    * Opportunities → Quotes
    * Products → Catalog items
    * Orders → Qwoty Orders

    Qwoty supports both Salesforce Classic and Lightning Experience.
  </Tab>

  <Tab title="HubSpot">
    The HubSpot integration syncs Companies, Deals, Line Items, and Contacts through the HubSpot CRM API.

    **Synced objects:**

    * Companies → Customers
    * Deals → Quotes
    * Line Items → Quote line items
    * Contacts → Customer contacts

    Custom properties are supported for field mapping.
  </Tab>

  <Tab title="Pipedrive">
    The Pipedrive integration connects Organizations, Deals, and Products using the Pipedrive REST API.

    **Synced objects:**

    * Organizations → Customers
    * Deals → Quotes
    * Products → Catalog items

    You can map deal stages to Qwoty quote statuses.
  </Tab>
</Tabs>

## Configuring an integration

<Steps>
  <Step title="Navigate to CRM settings">
    Go to **Settings** → **Integrations** → **CRM** and select your platform.
  </Step>

  <Step title="Authorize the connection">
    Click **\[BUTTON LABEL]** {/* TODO: verify button label */} and complete the OAuth flow in your CRM. Grant Qwoty the requested permissions.
  </Step>

  <Step title="Configure field mapping">
    Map Qwoty fields to your CRM fields. Required mappings include customer name, opportunity ID, and quote total. Add custom field mappings as needed.
  </Step>

  <Step title="Set sync triggers">
    Choose which Qwoty events trigger CRM updates. Common triggers include quote creation, status changes, and order generation.
  </Step>

  <Step title="Test the connection">
    Click **\[BUTTON LABEL]** {/* TODO: verify test button label */} to verify data flows correctly between systems.
  </Step>
</Steps>

<Warning>
  Once activated, the integration begins syncing immediately. Test thoroughly in a sandbox environment before enabling in production.
</Warning>

## Field mapping

Field mapping defines how data flows between Qwoty and your CRM. You can map both standard and custom fields.

**Standard mappings:**

| Qwoty field        | CRM field (typical)      | Direction   |
| ------------------ | ------------------------ | ----------- |
| Customer name      | Account/Company Name     | Both        |
| Customer email     | Account Email            | Both        |
| Quote total        | Opportunity Amount       | Qwoty → CRM |
| Quote status       | Opportunity Stage        | Both        |
| Quote created date | Opportunity Created Date | Qwoty → CRM |

**Custom field mapping:**

Add custom mappings to sync additional data like industry, region, or deal type. Custom fields must exist in both systems before mapping.

## Sync behavior and rules

Qwoty's CRM sync follows these rules to prevent conflicts and data loss:

**Sync direction:**

* Customer and opportunity data typically flows **CRM → Qwoty** when creating quotes
* Quote status, totals, and line items flow **Qwoty → CRM** when quotes are updated
* Two-way sync is available for customer contact information and opportunity notes

**Conflict resolution:**

* CRM data takes precedence for customer master records
* Qwoty data takes precedence for quote calculations and line items
* Manual changes in either system trigger a sync event

**Sync frequency:**

* Real-time for status changes and critical updates
* Batched every 15 minutes for non-critical data
* On-demand sync available via **\[BUTTON LABEL]** {/* TODO: verify manual sync button */}

<Info>
  Deleted records in Qwoty are not deleted in your CRM. They are marked with a custom field to preserve audit history.
</Info>

## Disconnecting an integration

To disconnect a CRM integration, go to **Settings** → **Integrations** → **CRM** and click **\[BUTTON LABEL]** {/* TODO: verify disconnect action */}.

Disconnecting stops all syncing immediately. Existing data in both systems remains unchanged. You can reconnect at any time without data loss.

## Common questions

<AccordionGroup>
  <Accordion title="Can I connect multiple CRM accounts?">
    No. Qwoty supports one active CRM connection per workspace. To switch CRMs, disconnect the current integration before connecting a new one.
  </Accordion>

  <Accordion title="What happens if a sync fails?">
    Failed syncs are logged in **Settings** → **Integrations** → **Sync Logs**. Qwoty retries automatically up to three times. If the failure persists, you receive an email notification and can manually retry.
  </Accordion>

  <Accordion title="Can I sync historical quotes?">
    Yes. After enabling the integration, use the **\[BUTTON LABEL]** {/* TODO: verify bulk sync feature */} option to sync existing quotes. This is a one-time operation and may take several minutes depending on data volume.
  </Accordion>

  <Accordion title="Do integrations work with custom CRM fields?">
    Yes. You can map any custom field in your CRM to Qwoty fields during setup. Both text and picklist field types are supported.
  </Accordion>

  <Accordion title="How are quote line items synced?">
    Quote line items sync as individual product records or line item objects in your CRM. The structure depends on your CRM's data model. Bundles are synced as parent-child relationships where supported.
  </Accordion>
</AccordionGroup>

## Related topics

<CardGroup cols={2}>
  <Card title="API and webhooks" icon="code" href="/developers/core-concepts/webhooks">
    Connect Qwoty to custom systems using REST API and webhooks
  </Card>

  <Card title="Customer management" icon="users" href="/user-guide/customers/introduction">
    Learn how customers and contacts are managed in Qwoty
  </Card>

  <Card title="Quote lifecycle" icon="chart-line" href="/user-guide/quotes/reference/lifecycle">
    Understand quote statuses and how they map to CRM stages
  </Card>

  <Card title="User roles and permissions" icon="shield" href="/user-guide/settings/users/manage-users">
    Control who can configure and use integrations
  </Card>
</CardGroup>