CRM Integration Overview

How SMVue syncs your CRM data into one place so you can work the team from a single view.

SMVue connects to your CRM, pulls your sales data into one place, and turns it into the next move for the manager.

Supported CRMs

Lead with these two:

HubSpot — Our most widely used connector, easy setup
Salesforce — Full opportunity, account, and activity sync

Also available (early access)

Pipedrive — Beta. Connected and syncing, but not yet at the same coverage as HubSpot and Salesforce. See the Pipedrive page for what's in and out.

What Gets Synced

When you connect your CRM, SMVue automatically imports:

Deals (Opportunities)

Deal name, amount, and close date
Current pipeline stage
Deal owner (mapped to team members)
Stage / lifecycle history, where the provider's API exposes it
Selected custom fields (configurable; field coverage is not exhaustive)

Leads

Lead records and their status, where the provider exposes a Leads object and tier
(When a CRM tier has no Leads object, SMVue derives lead stages from contacts by lifecycle stage)

Contacts & Companies

Contact names and email addresses
Company names and domains
Associated deals
Contact owner information

Activities

Meetings (logged in CRM)
Calls
Emails
Notes
Tasks

Team Members & Collaborators

CRM users who own deals
User names and email addresses
Ownership mappings
Deal / account collaborator memberships, where the provider's API exposes them (e.g. Salesforce team members, Pipedrive deal followers)

Pipelines & Stages

Pipeline definitions
Stage names and probabilities
Stage order and configuration

How Sync Works

SMVue keeps your data current through a few complementary layers:

1. Initial Sync (First Connection)

Imports your existing deals, contacts, activities, and history
Usually takes a few minutes; larger accounts take longer
Progress bar shows what's being synced
You can start using SMVue as soon as sync completes

2. Automatic Webhook Sync (HubSpot & Salesforce)

New, changed, and closed deals flow in automatically as the CRM reports them
Near-real-time — expect updates typically within a few minutes
Pipedrive doesn't use webhooks today, so it relies on scheduled and manual resync

3. Scheduled Resync

Runs in the background to reconcile anything the webhook stream missed
A periodic fuller pass reconciles records on a best-effort basis
Catches edge cases and validates data

4. Manual Refresh

Trigger a resync from Settings > Integrations whenever you want the latest

Sync is best-effort, not guaranteed instant. We don't claim real-time delivery or that no record is ever missed — the layers above exist precisely to reconcile gaps over time.

CRM Records Are Read-Only

Important: SMVue reads your CRM records read-only. We don't:

Create deals, contacts, or activities in your CRM
Modify your existing CRM records
Delete anything in your CRM

One carve-out (Salesforce): to receive change notifications, SMVue deploys a small piece of Salesforce automation (a Workflow Rule plus an Outbound Message — metadata only, no Apex). SMVue attempts to remove it when you disconnect; cleanup is best-effort and an operator can clear anything left behind. See the Salesforce page for details.

Note: records you create inside SMVue's own Native CRM are your first-party data and live in SMVue — that's separate from your connected CRM, which stays read-only.

Data Security

Your CRM data is protected with:

OAuth 2.0 with PKCE — Industry-standard secure authentication
Encrypted storage — Credentials are encrypted at rest; data is encrypted in transit
Organization isolation — Each customer's data is isolated by organization; one customer cannot see another's
Automatic token refresh — No need to re-authorize
Access logging — Sync operations and admin actions are logged
Compliance — SMVue operates a SOC 2 Type II readiness program (policies and procedures ratified June 2026). A DPA is available (under legal review).