> For the complete documentation index, see [llms.txt](https://docs.darcyiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.darcyiq.com/grow/customer-intelligence/crm-sync.md).

# CRM Sync

How your CRM flows into Customer Intelligence — syncing accounts, contacts, and opportunities, with closed-lost handling and current scope

Customer Intelligence is most powerful when it's grounded in your CRM. Connecting your CRM brings your accounts, contacts, and opportunities into the portfolio automatically — so the Account Management Agent reasons about real accounts and your team works one source of truth.

DarcyIQ supports **Salesforce**, **HubSpot**, and **Microsoft Dynamics**.

{% hint style="success" %}
**No double entry**: Connect your CRM once and your accounts appear as customers, their contacts as connections, and their open deals as opportunities — ready for the agent to research and your team to work.
{% endhint %}

## Connecting Your CRM

Org-wide CRM is configured under **Settings -> Integrations** at the organization scope. An administrator connects the CRM there; once connected, sync populates the Customer Intelligence portfolio.

| CRM                    | Setup guide                                                                                |
| ---------------------- | ------------------------------------------------------------------------------------------ |
| **Salesforce**         | [Salesforce Integration](/build/integration-overview/enterprise/salesforce-integration.md) |
| **HubSpot**            | [HubSpot](/build/integration-overview/enterprise/hubspot.md)                               |
| **Microsoft Dynamics** | Connected from Settings -> Integrations                                                    |

You can also confirm connection status directly from the [Customer Intelligence settings panel](/grow/customer-intelligence/settings-and-scoring.md#crm-connection).

## What Syncs

| CRM object             | Becomes in Customer Intelligence      |
| ---------------------- | ------------------------------------- |
| **Account**            | Customer (portfolio account)          |
| **Contact**            | Connection on the account             |
| **Opportunity / Deal** | Opportunity in the account's pipeline |

Synced data feeds the portfolio in two ways: it gives the [Account Management Agent](/grow/customer-intelligence/account-management-agent.md) real account context to research, and it populates the [Opportunities](/grow/customer-intelligence/opportunities.md) pipeline and pipeline value used across the roster.

## Opportunity Stage Mapping

CRM opportunity stages map into Customer Intelligence statuses on sync.

{% hint style="info" %}
**Closed-lost becomes Dismissed.** By default, a CRM opportunity whose stage indicates *closed lost* is mapped to **Dismissed**. The match is flexible — it looks for "closed lost" within the stage name — so organizations that append text (e.g. "Closed Lost - No Budget") still map correctly. This default is designed to be extensible toward richer stage mapping in the future.
{% endhint %}

## Notes & Caveats

{% hint style="info" %}
**Setup varies by CRM.** Salesforce, HubSpot, and Microsoft Dynamics are all supported as the organization CRM; the connection steps (credentials, tokens, OAuth) differ per provider — follow the relevant setup guide above. Standard CRM activity logs (tasks, events, emails) are available to the agent's tools but are not bulk-synced into the intelligence feed.
{% endhint %}

## Next Steps

| Goal                                    | Documentation                                                                              |
| --------------------------------------- | ------------------------------------------------------------------------------------------ |
| Connect and manage Salesforce           | [Salesforce Integration](/build/integration-overview/enterprise/salesforce-integration.md) |
| Connect and manage HubSpot              | [HubSpot](/build/integration-overview/enterprise/hubspot.md)                               |
| Confirm CRM status while tuning scoring | [Health Score & Scoring Settings](/grow/customer-intelligence/settings-and-scoring.md)     |
| Work the synced pipeline                | [Opportunities](/grow/customer-intelligence/opportunities.md)                              |
| See how the agent uses CRM context      | [The Account Management Agent](/grow/customer-intelligence/account-management-agent.md)    |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.darcyiq.com/grow/customer-intelligence/crm-sync.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.