Revspire Resources

CRM Connection

Sync Your Sales World.

The CRM Connection module is the lifeline of your data. By establishing a secure link between Revspire and your CRM (Customer Relationship Management) system, you eliminate manual data entry.

  • No more copy-pasting notes.
  • No more “forgot to log” excuses.
  • Real-time pipeline visibility.

A. Managing Active Connections

Your Integration Dashboard.

When you access the CRM tab, you see a master list of all established links. This allows you to manage multiple instances (e.g., a “Testing” environment and a “Live” environment) from one view.

The Connection List:

  • Name: The custom label you gave this connection (e.g., “Salesforce Account ABC Person” or “Prod Salesforce”).
  • CRM: The platform type (e.g., HubSpot, Salesforce).
  • Owner: The specific user who authenticated the connection.
  • Is Primary: (Critical) This checkmark indicates which connection is currently active for writing data. You can have five connections listed, but only one Primary.
  • Status Timestamps:
    • Created At / Updated At: Audit trails showing exactly when the sync was established or modified.

B. Adding a New Connection

Three Steps to Sync.

Connecting a new CRM is designed to be a secure, OAuth-based workflow. You do not need complex API keys; you just need your CRM login credentials.

Step 1: Initiate

  • Click the “Add Connection” button (top right).

Step 2: Select Platform

  • Choose your CRM provider from the supported list:
    • Salesforce
    • Dynamics 365
    • Zoho
    • HubSpot
    • Pipedrive
  • Click Next.

Step 3: Configure & Authenticate

  • Connection Name: Give it a clear, recognizable name (e.g., “Q1 Production Sync”).
  • Instance Type:
    • Production: Select this for your Live environment where real customer data lives.
    • Sandbox: Select this for Testing or training environments. (Prevents test data from corrupting your real revenue reports).
  • Set as Primary Connection:
    • Check this box if you want this to be the main sync immediately.
    • Note: Checking this will automatically un-check any previous primary connection.
  • Finalize: Click Create Connection.
    • Redirect: You will be redirected to your CRM’s login page to authorize Revspire access.

C. Why “Primary” Matters

One Source of Truth.

You might have a Salesforce Sandbox for testing and a HubSpot instance for marketing. Revspire needs to know where to push the real sales data.

  • The Primary Connection determines:
    • Where Deal Room activity (Views, Shares) is logged.
    • Where Leads are created when a new person views a pitch.
    • Which Product Catalog (Price Book) is used for proposals.