SMVue Documentation

Connect SMVue to your CRM and calendar so meetings and deals show up in one place.

SMVue connects to the tools you already run sales on, pulls your data into one place, and turns it into the next move for the manager.

Available Integrations

CRM Integrations

HubSpot — Our most widely used CRM connector
Salesforce — Full opportunity, account, and activity sync
Pipedrive — Early access (beta)
CRM Overview — How CRM sync works

Calendar Integrations

Google Calendar — Sync your Google meetings
Outlook Calendar — Sync your Microsoft meetings
Calendar Overview — How calendar sync works

All SMVue integrations use secure OAuth 2.0 authentication. SMVue reads your CRM records read-only — we don't create, edit, or delete deals, contacts, or activities in your CRM. The calendar integration is the exception: when you schedule a 1:1 in SMVue, SMVue creates that event on your calendar and can update or cancel the events it manages there. (Records you create in SMVue's own Native CRM are your first-party data.)

Security

OAuth 2.0 with PKCE
Encrypted credential storage
CRM records are read-only
Automatic token refresh
Access and sync operations are logged

Data Sync

Initial sync — Imports your existing data when you first connect (usually a few minutes; larger accounts take longer)
Automatic sync — New and changed records flow in on an ongoing basis via webhooks (where the provider supports them) plus scheduled resync
Near-real-time updates — HubSpot and Salesforce push changes via webhooks; expect new data typically within a few minutes
Manual refresh — Trigger a resync from Settings whenever you want

Timing varies by CRM and account size — see each CRM's page for its own estimates.