# CRM Integration Overview

> Source: https://docs.trailspark.ai/crm-integration/crm-integration-overview

## Supported CRMs

Trailspark connects to three CRM platforms:

| Platform | Connection Method |
| - | - |
| **HubSpot** | OAuth — one click, no credentials to enter |
| **Salesforce** | OAuth with per-org Client ID + sandbox/production toggle |
| **Airtable** | OAuth or Personal Access Token, then table mapping |

Signal sources (Segment, Marketo) connect separately through **Settings** > **Integrations** — see [Connecting Segment](https://docs.trailspark.ai/crm-integration/connecting-segment) and [Connecting Marketo](https://docs.trailspark.ai/crm-integration/connecting-marketo).

## Accessing CRM Integration

Go to **Settings** > **CRM Integration**. The page has three tabs:

- **Connect** — choose and connect a CRM platform, configure the buying-group contact-sync toggle
- **Field Mapping** — map CRM fields to Trailspark's account and lead fields (available after connecting)
- **Destinations** — configure which CRM fields receive evaluation results (available after connecting)

For Airtable, the **Field Mapping** and **Destinations** tabs are also gated on table mapping being complete.

## One Active CRM at a Time

Only one CRM can be active at a time. Connecting a new CRM automatically deactivates the current one. Your field mappings and destination configurations are preserved — reconnecting the previous CRM restores them.

## Field Auto-Discovery

When you connect a CRM, Trailspark fetches that CRM's field schema automatically. The **Field Mapping** tab populates with available fields from your connected account. If fields change in your CRM (new custom properties, renamed fields), click **Refresh Fields** on the **Connect** tab to pull the latest schema.

## Buying-Group Contact Sync

The **Buying Group Settings** card on the **Connect** tab includes a toggle: **Include CRM contacts in buying-group coverage**. When enabled, Trailspark surfaces people from your CRM who match a buying-group role even if they have not yet engaged with your product — filling coverage gaps with CRM-known contacts.

With this toggle on, Trailspark also keeps already-known contacts' job titles current from your CRM each day. If a contact's ICP has **Re-score sooner on profile change** turned on (in the ICP's Behavior Signals step), a title change picked up this way re-scores them promptly, the same as a title change seen in product activity, instead of waiting for their next scoring cycle.

## Prerequisites

**Admin** or **Owner** role in Trailspark. Platform-specific requirements are covered in the individual setup guides.

## Next Steps

- [Connecting HubSpot](https://docs.trailspark.ai/crm-integration/connecting-hubspot)
- [Connecting Salesforce](https://docs.trailspark.ai/crm-integration/connecting-salesforce)
- [Connecting Airtable](https://docs.trailspark.ai/crm-integration/connecting-airtable)
- [Field Mapping](https://docs.trailspark.ai/crm-integration/field-mapping)
- [Account Coverage](https://docs.trailspark.ai/buying-groups/account-coverage)
- [All Trailspark integrations](https://www.trailspark.ai/integrations) — the full catalog of CRMs, CDPs, warehouses, and enrichment sources Trailspark connects to