> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/integration-overview/crm-integrations.md).

# CRM Integrations

### CRM Actions

Once connected, you can perform powerful CRM actions directly from NationGraph. Link institutions, push signals, and manage contacts without switching between apps.

Click this link to watch [video](https://screen.studio/share/sKdFO1Pa)

{% embed url="<https://screen.studio/share/sKdFO1Pa>" %}
Overview of CRM Actions
{% endembed %}

{% hint style="warning" %}
**Admin Required**

CRM integrations can only be configured by organization admins. The first user of any organization becomes the admin by default. Need to reset admin permissions? Contact **<alex@nationgraph.com>**
{% endhint %}

### Supported CRMs

{% columns %}
{% column %}

> **HubSpot**\ <mark style="color:$success;">Full integration</mark>
> {% endcolumn %}

{% column %}

> **Salesforce**\ <mark style="color:$success;">Full integration</mark>
> {% endcolumn %}

{% column valign="middle" %}
**Zapier**\ <mark style="color:$success;">Expanded CRM coverage</mark>
{% endcolumn %}
{% endcolumns %}

### Use more than one CRM

NationGraph supports dual CRM setups for organizations that use both **HubSpot** and **Salesforce**.

This is useful when different teams or workflows live in different systems but still need the same NationGraph data.

Click this link to watch [video](https://screen.studio/share/o4JwSPVq)

{% embed url="<https://screen.studio/share/o4JwSPVq>" %}
Dual CRM integration walkthrough
{% endembed %}

### Use Zapier for additional CRMs

Use the Zapier CRM integration when your team works in a CRM beyond HubSpot or Salesforce.

Common examples include:

* Pipedrive
* Zoho CRM
* other tools that can receive mapped NationGraph fields through Zapier

### Track CRM push history

You can review CRM push history from the automation itself or from **Settings → Integrations**.

Use this when you need a single place to verify sync activity across your workspace.

### Useful CRM fields

Two common fields to map are:

* **NationGraph ID**
* **Sourced by NationGraph**

{% hint style="success" %}
**Pro Tip**

After initial setup, syncing happens automatically. New Signals matching your criteria can be auto-pushed to your CRM, or you can manually push individual Signals.
{% endhint %}

### Quick Start

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Connect Salesforce</td><td>Install the package, authenticate, map accounts, and validate dedupe behavior.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/UwSBnAnr4gB2TkrZ3O2M">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/UwSBnAnr4gB2TkrZ3O2M</a></td></tr><tr><td>Connect HubSpot</td><td>Authenticate with one click. Start syncing Signals immediately.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/QvmHt6MvkF1TItup0tiq">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/QvmHt6MvkF1TItup0tiq</a></td></tr><tr><td>Advanced CRM Actions</td><td>Push results, review CRM history, and export mapped institutions.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/Wuei2ltB1gtR32oVN38A">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/Wuei2ltB1gtR32oVN38A</a></td></tr><tr><td>Map accounts from CSV or CRM</td><td>Match CSV rows or CRM accounts to NationGraph institutions with AI-assisted review.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FkFwTIiDQRSuUMpkW5Uz">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FkFwTIiDQRSuUMpkW5Uz</a></td></tr><tr><td>Connect Slack</td><td>Deliver Signals into a shared Slack channel for fast team triage.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/wbc7rGYimwsYR5NDQqCQ">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/wbc7rGYimwsYR5NDQqCQ</a></td></tr><tr><td>Browse all quick starts</td><td>The full library of guides across NationGraph.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FlxOwQyTnxUB9CUeEPZW">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FlxOwQyTnxUB9CUeEPZW</a></td></tr></tbody></table>


---

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