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

Connect a CRM to your bont workspace so contacts, accounts, deals and activities can sync — including browser authorisation and managed connectors such as Cobra CRM.

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 an admin-only setup. The exact authorisation method depends on the provider: some use a browser consent flow, while managed connectors are configured with your bont representative.

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.
  • For providers that use browser authorisation, allow pop-ups for the bont domain.

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 and follow the instructions shown. For a browser consent flow, sign in as the CRM admin and approve the requested scopes. Managed connectors can ask for provider-specific credentials and are completed together with your bont representative. When setup succeeds, the CRM page shows the connected state and its available configuration actions.

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.
  • Cobra CRM — a managed connector. Contact your bont representative to provide the required Cobra credentials and complete the workspace configuration.
  • 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 authorisation 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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