Overview
This is the detail page for one CRM connection (Salesforce, HubSpot, Pipedrive, or Zoho CRM), reached from the Integrations hub by clicking Manage on a CRM card. From here you connect or reconnect the CRM, decide whether to import your existing contacts, choose what syncs, optionally set a default record owner, test the connection to prove it works, and watch sync health. A connection status card sums up where things stand at a glance, and a guided setup checklist walks you through the first-time steps (reopen it any time with Re-run setup). Sync is one way: SalesHive only adds and updates records in your CRM, it never deletes anything.
How to use this page
Follow the setup guide
A guided checklist sits at the top of the page and tracks your progress through four steps: connect the CRM, choose your starting point, review your field mapping, and prove it works with a test contact. A progress bar fills as you complete each step, and the headline reads "Step X of 4. A few quick steps and you're done." Each step checks off from real state as you complete it (finished steps simply dim), and the current step is highlighted with its number badge filled in. The Review your field mapping step has an Open Field Mapping button that jumps you straight to the right tab. Once all four are done it says Setup complete and you can dismiss the guide with the X in its top corner (it stays hidden on future visits). If you dismissed it and want it back, click Re-run setup on the connection status card and it reopens at the top of the page.
Connect the CRM
The status card at the top shows where things stand: a Status, Account, and Last sync row (hover the small ? on Status or Last sync for a quick explanation), a readiness headline that reflects your state, and how many contacts are in scope. If you are not connected yet, click Connect and sign in with your CRM credentials. For Zoho only, pick your Datacenter first (United States, Europe, India, Australia, or Japan) so the sign-in points at the right region. When the connection is live the status reads Connected and the headline updates to match.
Choose whether to import your existing contacts
Right after connecting, a one-time choice appears: Import all your existing SalesHive contacts into the CRM now, or Skip for now and only sync new activity going forward. Skipping is safe and reversible, so start fresh if you are not sure. You can run the import later any time with Resync contacts.
Pick what syncs
Under What gets synced, four toggles control what SalesHive pushes: Contacts, Emails, Calls, and Meetings. They default to on. Turn off anything you do not want mirrored into your CRM. SalesHive pushes matching new activity on the next scheduled sync, which runs about every 5 minutes.
Set an optional record owner
Once you are connected, a Record owner section lets you decide who owns the records SalesHive creates in your CRM. When your CRM can list its users, you get a picker to assign new records to a specific person; this applies to new records only, so re-assignments you make in your CRM always stick. If owner assignment is not available for your connection yet, the section explains why in plain English (either reconnect once to grant the permission, or that no action is needed and records follow your CRM's own rules). Leaving it unset always falls back to your CRM's own assignment rules.
Test the connection
Once connected, click Test connection on the status card to push one clearly labeled record (named "SalesHive Sync Test") straight into your CRM using the real sync path. In a few seconds you get a confirmation with how long it took and a link to open the record in your CRM. It is safe to delete, and clicking again updates the same record rather than making a duplicate. This is the fastest way to prove the connection is working end to end, and it is the last step of the setup checklist.
Re-walk the setup steps any time
On the status card, a Re-run setup button reopens the guided checklist at the top of the page, even after you dismissed it. Nothing is disconnected or reset, it just brings the walkthrough back so you can re-check each step or demo the flow. Handy when you want to review your field mapping again or show a teammate how the connection was set up.
Check the last 24 hours
The Last 24 hours card gives you a quick read on the past day. When everything is clean it says so in one line and there is nothing to do. If anything failed, it shows a card for each problem type with what it means and how to fix it, plus a Retry failed records button that re-queues those records for the next sync. It stays quiet unless there is something to act on.
Read the common questions
A Questions? section near the bottom answers what people ask most when connecting a CRM: whether SalesHive can delete data, whether it creates duplicates, how fast activity shows up, why new custom fields appear, how to send a fixed value like a lead source, and who gets assigned new records. Click any question to expand its answer.
Review recent sync activity
The Recent sync activity table lists the last 50 events with when they happened, the type, the outcome (success, skipped, or failed), the CRM's record id, and any error message. Use it to confirm records are landing and to spot anything that failed.
What the buttons do
- Open Field Mapping (setup guide)
- In the setup checklist, jumps to the Integrations hub Field Mapping tab with this CRM already selected.
- Dismiss setup guide
- The X on the setup checklist. Hides the guide for this CRM; it stays hidden on future visits. Bring it back with Re-run setup.
- Re-run setup
- On the connection status card once connected. Reopens the guided setup checklist at the top of the page even after it was dismissed. Does not disconnect or reset anything; it just re-shows the walkthrough.
- Connect / Reconnect
- Starts the CRM sign-in (OAuth). Reads Reconnect if a previous connection needs re-authorizing.
- Datacenter (Zoho only)
- Picks which Zoho region your CRM lives in (US, Europe, India, Australia, or Japan) before sign-in.
- Import N contacts
- Runs the one-time import that mirrors your existing SalesHive contacts into the CRM.
- Skip for now
- Skips the initial import and starts fresh, so only new activity syncs from now on. Reversible later with Resync contacts.
- Sync toggles
- Four on/off switches for Contacts, Emails, Calls, and Meetings. Control what SalesHive pushes to the CRM.
- Assign new records to
- The owner picker in the Record owner section, shown when your CRM can list its users. Assigns records SalesHive creates to a chosen CRM user; affects new records only. When the picker is unavailable, the section shows a plain-English note instead.
- Test connection
- Pushes one labeled test record ("SalesHive Sync Test") into your CRM through the live sync path and returns a link to it. Re-clicking updates the same record, never a duplicate.
- Retry failed records
- Appears in the Last 24 hours card when something failed. Re-queues the failed records to retry on the next sync (within about 5 minutes).
- Resync contacts
- Re-pushes your existing contacts to the CRM. Also the way to run the import after you skipped it. Disabled while an import is running.
- Disconnect
- Stops all pushes to the CRM after a confirmation. Existing CRM records are left untouched and you can reconnect any time.