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.

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.

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
HubSpot	HubSpot
Microsoft Dynamics	Connected from Settings -> Integrations

You can also confirm connection status directly from the Customer Intelligence settings panel.

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 real account context to research, and it populates the Opportunities pipeline and pipeline value used across the roster.

Opportunity Stage Mapping

CRM opportunity stages map into Customer Intelligence statuses on sync.

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.

Notes & Caveats

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.

Next Steps

Goal	Documentation
Connect and manage Salesforce	Salesforce Integration
Connect and manage HubSpot	HubSpot
Confirm CRM status while tuning scoring	Health Score & Scoring Settings
Work the synced pipeline	Opportunities
See how the agent uses CRM context	The Account Management Agent