CRM Integration Setup (Salesforce, Hubspot, Pipedrive)

Integrating your CRM with Jeeva AI ensures your customer and campaign data flows seamlessly across platforms. Whether you are using Salesforce, Hubspot, or Pipedrive, Jeeva AI allows you to connect, map data, and manage synchronization without manual effort.

This article walks you through the setup process, explains key configuration points, and provides best practices to avoid duplication and handle synchronization errors effectively.

Why Integrate Your CRM with Jeeva AI?

Centralized Data Management: Keep your sales and marketing data in sync.

Automated Lead Flow: Push campaign leads and email interactions directly to your CRM.

Accurate Records: Eliminate stale or duplicate entries using smart matching criteria.

Error Transparency: Monitor transaction logs and error reports to ensure smooth operation.

Step 1: Connecting Your CRM

Navigate to Settings > Integrations in Jeeva AI.

Select the CRM you wish to connect (Salesforce, Hubspot, or Pipedrive).

Authenticate the connection using your CRM credentials or OAuth login.

Once authenticated, you’ll see a confirmation message: “CRM Connected Successfully.”

Tip: You can connect multiple CRMs if your teams operate across different platforms.

Step 2: Data Mapping & Custom Fields

Mapping ensures the right data fields sync between Jeeva AI and your CRM.

Open the Data Mapping section within your CRM integration settings.

Map core fields such as:

Lead Name

Email Address

Phone Number

Campaign Source

If your CRM uses custom fields (e.g., Industry, Lead Score, Region), you can add these mappings within the configuration panel.

This guarantees that your CRM records stay consistent with campaign data captured in Jeeva AI.

Step 3: Configuring Outbound & Inbound Data Push:-

To maintain two-way sync between Jeeva AI and your CRM:

Outbound Push (from Jeeva AI to CRM):

Enable push settings to automatically send campaign leads, emails, and engagement metrics to your CRM.

Define which campaigns or workflows should trigger a push.

Inbound Sync (from CRM to Jeeva AI):

Pull customer updates (e.g., deal stage, account ownership) back into Jeeva AI.

Keep segmentation and campaigns updated with real-time CRM data.

Step 4: Preventing Duplicate Records

Duplicate entries in your CRM can lead to confusion and inefficiency. Jeeva AI helps prevent this using matching criteria:

Define the conditions for a “unique” record—commonly email address or phone number.

Set rules for handling duplicates:

Update existing record if a match is found.

Create new record if no match exists.

This ensures that leads captured via campaigns do not create unnecessary duplicates in your CRM.

Step 5: Logs & Error Tracking:-

Every data push or sync generates a log entry in Jeeva AI. You can use these logs to monitor system health and troubleshoot issues.

Logs Section: Tracks all successful and failed sync attempts.

Error Handling: Failed pushes are saved in backup objects until resolved, so no data is lost.

Review Frequency: We recommend checking logs weekly to ensure smooth CRM synchronization.

Best Practices & Action Items

To maintain seamless CRM integration, follow these key steps:

 Configure and review data mappings, including any new custom fields.

 Enable outbound push settings for campaign leads and emails.

 Define matching criteria (e.g., email) to avoid creating duplicate records.

 Regularly review integration logs to track successful pushes and resolve errors quickly.

Common Issues & Troubleshooting

1. Issue: Records are not appearing in CRM

Check if outbound push settings are enabled.

Verify that data mappings are configured correctly.

2. Issue: Duplicate leads appear in CRM

Review your matching criteria (email is the most reliable).

Ensure “update existing record” is selected when matches are found.

3. Issue: Failed sync attempts

Look at the error logs to see why the push failed.

Confirm that CRM credentials and API limits are not causing the block.

Summary

By configuring Jeeva AI CRM integrations properly, you ensure smooth collaboration between marketing and sales. With robust data mapping, duplicate prevention, error logging, and two-way synchronization, your team can focus on driving conversions rather than troubleshooting data flow issues.

If you encounter challenges not covered here, reach out to Jeeva AI Support for guided assistance.