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Connecting your CRM (HubSpot, Salesforce, Pipedrive, and others)

Wire a CRM into your bont workspace so contacts, accounts, deals and activities flow both ways — covers picking a provider, OAuth handoff and what to expect right after connecting.

The CRM is bont's source of truth: deals, contacts, accounts and activities live there and flow into bont for analytics, outreach and forecasting. Connecting is a one-time, admin-only OAuth handoff. Once it's done, bont starts syncing in both directions within a few minutes.

Before you start

  • An admin user in your CRM (HubSpot Super Admin, Salesforce System Administrator, Pipedrive Admin or equivalent). Bont needs admin-level scopes to read schema and write back.
  • Admin role in this bont workspace — Members can't connect or disconnect integrations.
  • Pop-ups allowed for the bont domain. The OAuth handoff opens in a new window.

Step 1 · Open CRM Settings

Switch to the app you want the CRM tied to — typically pure bont or funky bont — and open Settings → Integrations → CRM. If no CRM is connected yet, the page shows a grid of provider cards.

Step 2 · Pick a provider and authorise

Click the card for your CRM. bont opens a new window pointing at the provider's OAuth consent screen. Sign in as the admin user and approve the requested scopes. The window closes itself when consent is granted; bont's page refreshes to the connected state — the card now shows a checkmark badge alongside Configure and (further down) a Disconnect CRM Integration button.

Step 3 · Wait for the initial sync

bont pulls your contacts, accounts, deals and activities. Depending on the size of the CRM, the first sync runs from a few minutes (small mailboxes) up to a couple of hours (very large databases). You can keep using the rest of bont while it runs; CRM-dependent views show a loading state until data lands.

Step 4 · (Optional) Configure

Click Configure to map CRM fields to bont's normalised fields. This is most useful in funky bont and pure bont, where downstream scoring and forecasting depend on the mapping. See Mapping CRM fields to bont fields.

About the supported providers

  • HubSpot — full read/write of contacts, deals, companies, activities, notes and line items. Custom properties are picked up automatically.
  • Salesforce — read/write of Accounts, Opportunities, Contacts, Leads, Activities and Tasks. Sandbox and production orgs supported.
  • Pipedrive — read/write of People, Organisations, Deals and Activities.
  • Others — additional connectors live behind the same grid. If you don't see your CRM listed, contact support — coverage gets expanded based on customer demand.

Troubleshooting

The OAuth window opens then closes immediately

Most often a pop-up blocker. Allow pop-ups for the bont origin and retry. If the window does open but you see an error message inside the provider's UI, it's usually a missing admin scope on your CRM account.

I clicked the card but nothing happens

Same root cause — a pop-up blocker. Some browsers block silently. Refresh and click again with pop-ups explicitly allowed for the bont domain.

I want to switch CRMs

Disconnect the current CRM, then connect the new one. Historical data stays in bont; new data flows from the new provider only. See Reconnecting or disconnecting an integration.

Sync looks stuck

See Troubleshooting CRM sync errors.

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