ProvenTenProvenTen

Connect your CRM

Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use the company and the deal that are already open in the CRM sitting in front of you.

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 the fields that matching needs, and open the right customer proof from the opportunity your seller is working in Salesforce now.

  • HubSpot

    Connect HubSpot CRM so companies and deals can drive reference matching, with the same careful field mapping you would use for Salesforce or any other CRM.

  • CRM sync problems

    Fix missing CRM records, fields that landed in the wrong place, and reference matches that ignore the company and the deal sitting in front of your seller.

  • Match a prospect to a reference

    Find the best-fit customer proof for a live deal, then request it with recorded consent so the right advocate is asked only in the right way for that deal.