CRM Integrations
Linking Deals from HubSpot
If your workspace is connected to HubSpot, you can link sample orders to deals directly…
Linking Deals from Salesforce
If your workspace is connected to Salesforce, you can link sample orders to deals directly…
CRM Integration Overview
SampleHQ integrates with HubSpot and Salesforce to connect your sample activity to your sales pipeline.…
Connecting Salesforce
Connect your Salesforce account to SampleHQ for deal linking, contact search, and attribution tracking from…
Connecting HubSpot
Connect your HubSpot account to SampleHQ to enable deal linking, contact search, and revenue attribution…
CRM Search and Customer Lookup
When your CRM is connected, you can search for contacts and companies directly from within…
Linking Deals to Orders
Linking a CRM deal to a sample order creates a direct connection between your sample…
Managing CRM Connections
The CRM Settings page is where you manage your CRM connections: check status, refresh tokens,…