> 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

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)    |


---

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