Salesforce
Sync leads and scores to Salesforce CRM
HubSpot
Sync leads and scores to HubSpot CRM
Setup Instructions
🔷 Salesforce Setup:
- Go to Salesforce Setup → App Manager → Create Connected App
- Enable OAuth Settings and add callback URL
- Copy Client ID and Client Secret to environment variables
- Complete OAuth flow to get Refresh Token
- Create custom fields: EGT_Lead_ID__c, EGT_AI_Score__c, EGT_Priority__c
- Click "Setup Salesforce" above and enable the integration
🟠 HubSpot Setup:
- Go to HubSpot Settings → Integrations → Private Apps
- Create a new Private App with CRM scopes (contacts, notes)
- Copy the Access Token to HUBSPOT_API_KEY environment variable
- Create custom properties: egt_lead_id, egt_ai_score, egt_priority_level
- Click "Setup HubSpot" above and enable the integration
💡 Tip: All API credentials are already set in your environment variables. Just click the setup buttons above to create the integration records.
Sync Activity Log
No sync activity yet
Click "Sync Now" above to start syncing your leads
What Gets Synced
📋 Lead Data
- ✓ Company name
- ✓ Contact info (email, phone)
- ✓ Industry & status
- ✓ Website & notes
- ✓ Assigned agent
🎯 AI Scores
- ✓ Overall score (0-100)
- ✓ Priority level (hot/warm/cold)
- ✓ Engagement score
- ✓ Firmographic score
- ✓ Deal value estimate
💡 AI Insights
- ✓ AI recommendations
- ✓ Best approach
- ✓ Key talking points
- ✓ Activity timeline
- ✓ Score breakdown