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 and 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.
Prerequisites
Admin or Owner role in TrailSpark. Platform-specific requirements are covered in the individual setup guides.