Connecting Salesforce and CRM Integrations

Overview of integrations

Salesmotion integrates with the tools your sales team already uses, bringing account intelligence directly into your existing workflows. The integrations page in Settings shows all available connections and their current status.

Plans: CRM connectors (Salesforce, HubSpot) are available on every plan. They are included with the Enterprise plan; on other plans, contact us and we switch them on for your workspace. Custom integrations are part of Enterprise. See Connecting HubSpot.

The Integrations page in Settings. Salesforce and HubSpot are both connected from here, see Connecting HubSpot.

Currently, Salesmotion supports the following integrations:

Connecting Salesforce

Salesforce is Salesmotion's primary CRM integration. Connecting it allows you to sync account data, surface Salesmotion signals directly within Salesforce, and keep both systems aligned without manual data entry.

How to connect

1. Navigate to Settings using the navigation menu.
2. Select the Integrations tab.
3. On the Salesforce card, click Connect (or Connect (Sandbox) for a Salesforce sandbox).
4. Follow the on-screen prompts to authenticate with your Salesforce organisation. You'll be asked to log in to Salesforce and grant Salesmotion the necessary permissions.
5. Once connected, the card will display a green Connected button. Click it to open Salesforce Settings.

What the Salesforce integration does

Once connected, the Salesforce integration enables:

• Account sync — Salesmotion matches your accounts to Salesforce Accounts and syncs the fields you map, in the direction you choose. Account owners sync from Salesforce, matched to Salesmotion users by email.
• Account import — An admin can import Salesforce Accounts into Salesmotion: the Accounts owned by chosen users, or the Accounts in a list view, a report or a checkbox field. See Importing accounts from your CRM.
• Signal data in Salesforce — Key signals detected by Salesmotion appear as custom fields on your Salesforce Account records, giving your team access to real-time intelligence without leaving the CRM.
• Quick Links to CRM — Each account's Fast Facts page in Salesmotion includes a direct link to the corresponding Salesforce record, making it easy to jump between systems.
• Integration user setup — As part of the connection process, you'll configure a dedicated integration user that handles the data sync between Salesmotion and Salesforce. This user should have read/write access to the relevant Salesforce objects.
• The Salesmotion Insights component — A managed package adds Salesmotion to Account, Opportunity, Contact and Lead pages and the Home page in Salesforce. See Salesforce Integration — Package Setup and Configuration.

Custom field mapping

The Salesforce integration can map Salesmotion data to custom fields on your Salesforce Account object. Common field mappings include:

Account owners don't need a mapping: they sync from Salesforce on their own, matched to Salesmotion users by email.

To set up a field mapping:

1. Open Salesforce Settings (click Connected on the Salesforce card in Settings → Integrations).
2. Under Field Mapping, add a row: pick the Salesmotion Field, the Sync direction (Salesmotion to CRM or CRM to Salesmotion), and the CRM Field in Salesforce.
3. Switch the row to Active and save.

Your account manager can help you choose mappings.

Bulk account-owner updates

Account owners sync from Salesforce, so after a territory realignment, update the owners in Salesforce. The next sync updates them in Salesmotion. Each owner needs a Salesmotion user with the same email. If you need help with a large change, contact support.

Sync frequency

The Salesforce integration syncs data automatically every 12 hours, in the directions set in your field mapping. To sync straight away, click Sync in Salesforce Settings.

Requirements

• You'll need admin access to both Salesmotion and your Salesforce organisation to set up the integration.
• The Salesforce user account used for the connection should have sufficient permissions to read and write the Account and Contact objects you want to sync.
• If your Salesforce instance uses IP restrictions, you may need to allowlist Salesmotion's IP addresses. Contact support and we'll provide the current IP ranges for your allowlist configuration.
• For enterprise customers with formal IT review processes, we provide integration architecture documentation covering data flow, authentication, and compliance. Contact your account manager to request this documentation for your IT or QA team.

See the Salesforce integration in action

Watch how Salesmotion delivers account intelligence directly inside Salesforce:

For a detailed walkthrough of the managed package installation and configuration, see Salesforce Integration — Package Setup and Configuration.

Salesforce embedded app performance

Salesmotion can be embedded within Salesforce as a Lightning component. If you experience slow loading of the embedded app:

1. Check your network connection — Salesforce embedded apps depend on both Salesforce and the embedded service being responsive.
2. Contact Salesmotion support with a description of the issue (which page, how long it takes to load, whether it's intermittent or consistent).
3. Performance issues are typically server-side and can be resolved quickly once identified.

Standalone mode

Salesmotion works completely standalone without any Salesforce or CRM integration. Individual and Team plans don't require CRM setup — you can use the full platform (account intelligence, signals, Magic, Prospector, Search, PDF exports) without connecting any external tools.

Pushing data to other tools

If you use tools like Salesloft, Outreach, or HubSpot alongside Salesforce, you can route Salesmotion intelligence through your CRM:

1. Salesmotion syncs signal data and scores into Salesforce custom fields.
2. Configure your other tools (Salesloft, Outreach, etc.) to read those Salesforce fields.
3. This creates a unified data flow: Salesmotion → Salesforce → your sales engagement tools.

For more direct integration, the Salesmotion API provides programmatic access to all intelligence data.

HubSpot CRM

Connect HubSpot from Settings → Integrations → HubSpot in a few minutes. Matched companies get the Salesmotion score and signals, every buying signal lands on the company timeline as a note, owners sync, and the Salesmotion cards show why now, what you need to know and key people on company, deal and contact records.

See Connecting HubSpot for the step-by-step setup.

Adding contacts and accounts to your CRM

Admins can let users add Salesmotion contacts and accounts to Salesforce or HubSpot in one click. It's switched on per CRM: off by default for Salesforce, and on after you first connect HubSpot. When both CRMs are connected, the Primary CRM decides which one is used. See Adding contacts and accounts to your CRM and Mapping contact fields to your CRM.

Tips for getting the most from integrations

• Connect Salesforce early. The sooner you connect, the sooner your CRM records start benefiting from Salesmotion's signal data. Don't wait until onboarding is complete — set up the integration as one of your first steps.
• Keep your CRM data clean. The quality of the sync depends on the quality of your CRM data. Ensure account records in Salesforce have accurate domains and company names to help Salesmotion match them correctly.
• Use Quick Links. Once Salesforce is connected, every account in Salesmotion will have a direct link to its CRM record in the Quick Links section. This saves time when you need to log notes, update opportunities, or check deal history.
• Coordinate with your admin. Integration setup requires admin permissions in both Salesmotion and the connected tool. If you're a standard user, work with your Salesmotion workspace admin to get integrations configured.

Frequently asked questions

Do I need admin access to connect an integration?

Yes. Setting up integrations requires admin-level permissions in your Salesmotion workspace. You'll also need appropriate admin or setup permissions in the external tool (e.g. Salesforce System Administrator or equivalent).

Will the Salesforce integration overwrite my CRM data?

Salesmotion writes only to the Salesforce fields you map as Salesmotion to CRM, so map its data to dedicated fields rather than fields your team maintains. It never deletes anything in Salesforce. When someone adds a contact that already exists, the Adding contacts to Salesforce setting decides whether its fields are filled in, updated or left alone.

How do I disconnect an integration?

To disconnect an integration, navigate to Settings → Integrations, click Connected on the integration's card to open its settings page, and click Disconnect. To connect again later, click Connect on the card. HubSpot also has a Reconnect button for approving new permissions without disconnecting. Disconnecting will stop data sync but will not delete any data that has already been synced.

How often does data sync between Salesmotion and Salesforce?

Syncs run automatically every 12 hours. To sync straight away, an admin can click Sync in Salesforce Settings.

The Salesmotion app is loading slowly in Salesforce — what should I do?

Contact support with details about the issue: which Salesforce page, how long it's taking, and whether it's intermittent or consistent. Performance issues are typically server-side and can be resolved quickly.

Can I map custom Salesforce fields?

Yes. Admins add mappings in Salesforce Settings → Field Mapping, choosing a Salesmotion field, a sync direction and the Salesforce field. You can map to standard and custom fields on the Account object, and your account manager can help. Account owners sync on their own, matched by email.

Do I need to integrate with Salesforce to use Salesmotion?

No. Salesmotion works fully standalone. The Salesforce integration is optional and primarily benefits teams who want signal data surfaced directly in their CRM. Individual and Team plans work perfectly without any integration.

How do I get integration documentation for my IT/security team?

Contact your account manager and request the integration architecture documentation. We provide details on data flow, authentication, encryption, and compliance — everything your IT or QA team needs for their review process.