Which CRM platforms does TrailSpark integrate with?

TrailSpark supports Salesforce (via OAuth 2.0 with PKCE), HubSpot (via OAuth 2.0), and Airtable (via OAuth 2.0 or Personal Access Token) for bi-directional data sync of leads, contacts, and accounts.

What permissions do I need to set up a CRM integration?

You need an Admin or Owner role in TrailSpark. Platform-specific requirements vary by CRM and are covered in each integration's setup guide.

What happens to my data if I disconnect a CRM integration?

Existing data remains in TrailSpark after disconnecting. No new data will sync until the integration is reconnected.

CRM Integration Overview - TrailSpark Docs

Supported Integrations

Platform	Connection Method	Data Flow
Salesforce	OAuth 2.0 with PKCE	Leads, Contacts, Accounts (bi-directional)
HubSpot	OAuth 2.0	Contacts, Companies, Deals (bi-directional)
Airtable	OAuth 2.0 or PAT	Contacts, Companies, Deals (bi-directional)

Accessing Integrations

Go to Settings > CRM Integration. The Connect tab shows available CRM platforms and your current connection status. The Field Mapping and Destinations tabs become available once a CRM is connected.

Prerequisites

All integrations require Admin or Owner role in TrailSpark. Platform-specific requirements are covered in each integration's setup doc.

Disconnecting

To disconnect an integration, go to Settings > CRM Integration > Connect tab and click Disconnect.

Existing data remains in TrailSpark after disconnecting. No new data will sync.

Next Steps

Connecting Salesforce
Connecting HubSpot
Connecting Airtable
Field Mapping