ProvenTenProvenTen

Connect your CRM

Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.

A CRM connection is the fastest way to make matching useful. ProvenTen can read deal context (industry, size, stage) instead of asking the seller to retype it.

What you need

  • Admin access in ProvenTen and in the CRM.
  • A clear idea of which objects to sync (usually accounts, opportunities or deals, and contacts).
  • Time to test with one record before you roll the integration out to the whole team.

Connect

  1. Open Admin → Integrations and choose your CRM.
  2. Sign in to the CRM with an admin account and approve the requested scopes.
  3. Map the fields ProvenTen should use for matching (industry, region, deal size, product).
  4. Run a test on one account. Confirm the right records appear in ProvenTen before you enable two-way updates.

Related guides

  • Salesforce

    Connect Salesforce, map fields, and open matching from an opportunity.

  • HubSpot

    Connect HubSpot CRM so companies and deals can drive matching.

  • CRM sync problems

    Missing records, wrong fields, and matches that ignore the deal in front of you.

  • Match a prospect to a reference

    Find the best-fit customer proof for a live deal, then request it the right way.