CRM Integration

Automate contact management, lead scoring, and sales workflows with AI.

Supported Platforms

Setup Instructions

HubSpot Setup

1. Go to Connections in ARKA AI
2. Click "Connect" on the HubSpot card
3. You'll be redirected to HubSpot's authorization page
4. Select your HubSpot account
5. Review and accept the permissions
6. You'll be redirected back with HubSpot connected

Salesforce Setup

1. Go to Connections in ARKA AI
2. Click "Connect" on the Salesforce card
3. You'll be redirected to Salesforce login
4. Log into your Salesforce account
5. Click "Allow" to grant ARKA AI access
6. You'll be redirected back with Salesforce connected

Required Permissions

HubSpot Permissions

• crm.objects.contacts - Read and write contacts
• crm.objects.companies - Read and write companies
• crm.objects.deals - Read and write deals
• crm.schemas.contacts - Read contact properties
• content - Read and write content

Salesforce Permissions

• api - Access Salesforce data via API
• refresh_token - Maintain long-term access
• full - Full access to all data (admin only)

Common Use Cases

HubSpot Features

Contact Management

• Create and update contacts
• Add custom properties
• Assign contacts to owners
• Add contacts to lists
• Track contact engagement

Deal Management

• Create new deals
• Update deal stages
• Set deal amounts and close dates
• Associate deals with contacts and companies
• Add deal notes and activities

Salesforce Features

Lead Management

• Create and update leads
• Convert leads to opportunities
• Assign leads to sales reps
• Update lead status and rating
• Add lead notes and tasks

Opportunity Management

• Create opportunities
• Update opportunity stages
• Set close dates and amounts
• Assign to account executives
• Track opportunity progress

AI Automation Features

Lead Scoring

AI analyzes leads based on:

• Company size and industry fit
• Job title and seniority
• Engagement with content
• Website activity
• Email interactions

Email Generation

Generate personalized emails with:

• Dynamic content based on contact data
• Industry-specific messaging
• Pain point addressing
• Call-to-action optimization
• Follow-up sequences

Troubleshooting

Connection Failed

If connection fails:

• Verify you have admin permissions in your CRM
• Check that API access is enabled for your account
• Ensure your CRM subscription includes API access
• Try disconnecting and reconnecting

Data Sync Failed

If data isn't syncing:

• Check that required fields are populated
• Verify field types match CRM requirements
• Ensure you have write permissions
• Check for API rate limits

Rate Limit Errors

CRM platforms have API rate limits:

• HubSpot: 100 requests per 10 seconds
• Salesforce: Varies by license (typically 5,000-100,000/day)
• Wait for rate limit to reset
• Batch operations when possible

Security & Privacy

• OAuth tokens are encrypted and stored securely
• We only access data necessary for requested operations
• Customer data is never used to train AI models
• You can revoke access anytime from CRM settings
• All API requests use HTTPS encryption
• SOC 2 compliant infrastructure

Best Practices

Next Steps