> 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

Connect Salesforce or HubSpot to bring live CRM context into NationGraph and push approved actions back to your CRM.

### Bidirectional CRM workflows

NationGraph can read live data from linked Salesforce Accounts and HubSpot Companies, in addition to pushing approved actions into those CRMs.

Once an account is linked, CRM context appears throughout NationGraph:

* **Customer**, **Deal in Progress**, or **Prospect** status in Accounts, Deep Research, Find Contacts, Outreach Sequence, Vendor Contract, and other automation results
* the CRM account owner on individual account pages
* notes, logged emails, and tasks in the account's **Interactions** tab
* CRM status, ownership, contacts, deals, and relationship context when you work with Compass

**Customer** takes precedence over **Deal in Progress**, which takes precedence over **Prospect**. An unlinked account, or a link that no longer resolves to a CRM record, is not labeled as a prospect.

### Configure customer identification

Open **Settings → Integrations**, select your Salesforce or HubSpot connection, and choose:

* one company or account field
* up to five field values that mean **Customer**

Matching is case-insensitive, and any configured value can classify the linked account as a customer. If you do not configure this setting, NationGraph uses these defaults:

* **HubSpot:** Lifecycle stage = Customer
* **Salesforce:** Type = Customer - Direct or Customer - Channel

This setting controls customer identification only. **Deal in Progress** is determined separately by whether the linked account has an open deal or opportunity.

### Review CRM interactions on an account

Open a linked account and select **Interactions** to review notes, logged emails, and tasks from Salesforce or HubSpot. Activity is shown newest first and paginated, and longer items can be expanded in place. Depending on the activity, you can review its subject and content, sender and recipient, created date, due date, and task status.

When both CRMs are connected, select the CRM you want to read from. HubSpot email visibility depends on the permissions granted to the integration.

### CRM Actions

Once connected, you can also take CRM actions directly in NationGraph.

Link institutions, create notes and tasks, sync contacts, and route records into downstream tools without leaving your workflow.

Click here to watch [video](https://screen.studio/share/V9h4l6v5).

{% embed url="<https://screen.studio/share/V9h4l6v5>" %}
Overview of CRM Actions
{% endembed %}

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

CRM integrations require an admin in NationGraph and an admin in the CRM.

The first user in an organization becomes the NationGraph 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 works well when different teams run in different systems but need the same NationGraph data.

Click here to watch [video](https://screen.studio/share/ohKfWUAt).

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

### Use Zapier for additional CRMs

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

Common examples include:

* Pipedrive
* Zoho CRM
* other tools that can receive 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**

For account matching, strong identifiers also include **NCES**, **IPEDS**, and **FIPS** when you have them.

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

Use [Advanced CRM Actions](/nationgraph/help-center/readme/integration-overview/crm-integrations/advanced-crm-actions.md) for current workflows from **Signals** and **Automations**.
{% 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>CRM Integration Guide</td><td>Follow the basic admin steps to connect and map HubSpot or Salesforce.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/crm-integration-guide.md">CRM Integration Guide</a></td></tr><tr><td>Connect Salesforce</td><td>Install the package, connect Salesforce, fetch accounts, and review match confidence.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/salesforce-integration.md">Salesforce Integration</a></td></tr><tr><td>Connect HubSpot</td><td>Connect HubSpot, fetch accounts, and map the right public institutions.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/hubspot-integration.md">HubSpot Integration</a></td></tr><tr><td>Push Contracts to Your CRM</td><td>Set up HubSpot custom objects and push completed FOIA contract results into your CRM.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/push-contracts-to-your-crm.md">How to Push Contracts to Your CRM</a></td></tr><tr><td>Advanced CRM Actions</td><td>Work from Signals and Automations, then review push history and exports.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/advanced-crm-actions.md">Advanced CRM Actions</a></td></tr><tr><td>Zapier Integration</td><td>Route institutions, signals, contacts, and automation output into more tools.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/zapier-integration.md">Zapier Integration</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="/nationgraph/help-center/readme/workspaces/map-accounts-from-csv-or-crm.md">Map accounts from CSV or CRM</a></td></tr><tr><td>Connect Slack</td><td>Deliver Signals into a shared Slack channel for fast team triage.</td><td><a href="/nationgraph/help-center/readme/integration-overview/communications-integrations.md">Communications Integrations</a></td></tr></tbody></table>


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