--- title: Fast AI Integration with Salesforce and HubSpot | Insitio description: Connect Insitio to Salesforce or HubSpot in minutes. Sync signals, contacts, and outreach directly to CRM. --- Seamless Integration # HubSpot & Salesforce Documentation Insitio integrates natively with the tools your team uses every day, embedding awareness directly into your workflow. ![barrel](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/barrel.svg) #### CRM Platforms Native Integration #### Salesforce Deep integration with Salesforce to surface insights where your team works ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Automatic account creation – Accounts are created and enriched on sync in Salesforce. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Continuously updated account insights – Firmographic and market changes stay current in Salesforce. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) AI Agents at scale – Agents research accounts, surface signals, and draft relevant outreach. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Messages written back to Salesforce – Drafted emails and messaging sync directly to records. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Clean signal and activity logging – Insights and activity sync with minimal Salesforce writeback. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Verified contacts – Pulls contacts from Salesforce and confirms they’re still at the company. Native Integration #### HubSpot Seamlessly sync account signals and insights into HubSpot ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Automatic account creation – Accounts are created and enriched on sync for instant context. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Continuously updated account insights – Firmographic and market changes are tracked in real time. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) AI Agents at scale – Agents research accounts, surface signals, and draft relevant outreach. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Messages written back to the CRM – Drafted emails and messaging sync directly to records. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Clean signal and activity logging – Insights and activity sync with minimal CRM writeback. ![Projected-ROI](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/Projected-ROI.svg) Verified contacts – Pulls contacts from Salesforce and confirms they’re still at the company. ![Documentation](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/message.svg) #### Communication & Collaboration # **HubSpot & Salesforce Connector Documentation** Insitio’s CRM connectors make it simple to bring your customer and account data into the platform, so we can create accounts automatically, generate insights, detect buying signals, sync buying signals and messaging back to your CRM, and deliver real-time account awareness directly inside your workflows. --- ## **Integration Flow Overview** The setup process is the same for both HubSpot and Salesforce. You’ll complete five straightforward steps: 1. **Authentication** - Securely log in to your CRM with OAuth. - Insitio will never store your login credentials. 2. **Data Selection** - Choose which records to sync into Insitio. - Use advanced filtering (industry, employee count, revenue, lists, and more) to control exactly what comes over. 3. **Field Mapping** - Select which CRM fields you want to import. - Core fields (accounts, contacts, opportunities) are pre-mapped, and you can add custom fields as needed. 4. **Agent Configuration** - Decide which AI Agents to work on your accounts. - Example: Monitoring Agent can track executive changes and funding news, while the Research Agent can prep account briefs. 5. **Signal Preferences** - Configure notifications and alerts. - Choose which events trigger real-time updates, and whether to receive them in weekly digests or sync signals back to the CRM. --- ## **Data Filtering Options** When selecting which accounts to sync, you have flexible filtering controls: - **Search** - Text search across account and contact names - **Industry** - Filter by industry category - **Employee Count** - Set ranges (1-10, 11-50, 51-200, 201-1000, 1000+) - **Annual Revenue** - Select from revenue brackets ($0-1M, $1M-10M, $10M-50M, $50M+) - **Lists/Segments** - Use your existing CRM lists - **Custom Fields** - Apply filters to any field in your CRM (dropdowns, dates, categories, etc.) --- ## **Data Fields Available for Import** You control which data is imported. Available fields include: **Core Company Information** - **Company Name** – Official account or company name **(required)** - **Website URL** – Main company website address **(required)** - **Phone Number** – Main company phone line - **Company Type** – Category or classification of the company (e.g., customer, partner, vendor) - **Territory** – Assigned sales or account territory **Business Intelligence** - **Industry** – Industry classification of the company - **Employee Count** – Number of employees at the company - **Annual Revenue** – Company’s estimated or reported annual revenue - **Lifecycle Stage** – Current stage of the company in your CRM lifecycle (e.g., lead, opportunity, customer) **Ownership & Record Details** - **Account Owner** – Assigned HubSpot/Salesforce owner responsible for the account **(required)** - **Created Date** – When the record was first created in your CRM - **Last Modified Date** – Most recent update to the record **Address Information** - **City** – Headquarters city - **State/Region** – State or regional location - **Country** – Headquarters country - **ZIP/Postal Code** – Company postal code **Lead & Source Tracking** - **Lead Source** – Original source of the lead (e.g., marketing campaign, referral, event) --- ## **Platform Terminology** - **HubSpot:** Companies, Deals, Contacts - **Salesforce:** Accounts, Opportunities, Leads --- ## **Purpose of the Integration** By syncing CRM data into Insitio, your team can: - Automate account creation, research, and preparation - Detect key buying signals and risks in real time - Sync buying signals and ready-to-use content back to the CRM from Insitio This integration ensures that your HubSpot or Salesforce instance isn’t just a database - it becomes the foundation for proactive, relevant revenue execution. ![More Integrations Coming Soon](https://insitio.ai/hubfs/SalesNoteAI/Insitio/images/phone.svg) #### More Integrations Coming Soon ##### Microsoft Teams Coming Soon ##### Outreach Coming Soon ##### SalesLoft Coming Soon ##### Chorus Coming Soon # Ready to Connect Your Stack? See how Insitio integrates with your existing workflow in a personalized demo [ Book a Demo ](https://insitio.ai/request-demo) Become an Integration Partner