CRM Integration Overview

Updated Apr 4, 2026 CRM Integrations

SampleHQ integrates with HubSpot and Salesforce to connect your sample activity to your sales pipeline. When connected, you can search CRM contacts, link deals to orders, and track which samples influence revenue.

Supported CRMs

  • HubSpot – Connect via OAuth. Syncs deals, contacts, and receives webhook updates for deal and contact changes.
  • Salesforce – Connect via OAuth. Includes metadata deployment (custom fields, objects) and capability probing for your Salesforce org.

What CRM integration enables

  • Search CRM contacts and companies when creating orders
  • Link CRM deals to sample orders for attribution tracking
  • View suggested deals on order pages based on contact association
  • Track which samples influence closed deals
  • Edit customer details in SampleHQ and push updates back to your CRM

Plan requirements

The level of CRM integration depends on your plan:

  • Starter: Read-only CRM access with basic contact search.
  • Pro: Full CRM integration with one connection (HubSpot or Salesforce).
  • Enterprise: Full CRM integration with unlimited connections. Connect both HubSpot and Salesforce simultaneously.
Connecting Salesforce