CRM integrations sync customer data between Support Badger and your CRM. Keep contact information up-to-date and give your team complete customer context.
Available Integrations
- Salesforce - Full two-way sync
- HubSpot - Full two-way sync
Salesforce Integration
Setup
- Go to Integrations → CRM → Salesforce
- Click Connect Salesforce
- Log in to your Salesforce org
- Authorize Support Badger
- Configure field mappings
What Syncs
| Salesforce | Support Badger | Direction |
|---|---|---|
| Contacts | Contacts | Two-way |
| Accounts | Companies | Two-way |
| Cases | Conversations | Support Badger → Salesforce |
| Custom Fields | Custom Fields | Two-way |
Field Mapping
Map fields between systems:
- Go to Integrations → Salesforce → Field Mapping
- Select a Support Badger field
- Choose the corresponding Salesforce field
- Set sync direction (incoming, outgoing, or both)
- Save mapping
Case Logging
Automatically log conversations as Salesforce Cases:
- Creates Case when conversation is created
- Updates Case status as conversation progresses
- Closes Case when conversation is resolved
- Links Case to Contact and Account
HubSpot Integration
Setup
- Go to Integrations → CRM → HubSpot
- Click Connect HubSpot
- Log in to HubSpot
- Authorize Support Badger
- Configure settings
What Syncs
| HubSpot | Support Badger | Direction |
|---|---|---|
| Contacts | Contacts | Two-way |
| Companies | Companies | Two-way |
| Tickets | Conversations | Support Badger → HubSpot |
| Properties | Custom Fields | Two-way |
Timeline Events
Support interactions appear on HubSpot timelines:
- Conversation created
- Messages sent/received
- CSAT responses
- Resolution events
Sync Behavior
Initial Sync
When you first connect:
- All existing contacts/companies are imported
- Duplicates are matched by email
- May take several minutes for large CRMs
Ongoing Sync
After initial sync:
- Changes sync within 5 minutes
- Real-time sync available on Enterprise
- Conflict resolution: most recent change wins
Sync Direction
Configure per field:
- Incoming only - CRM is source of truth
- Outgoing only - Support Badger is source of truth
- Two-way - Sync in both directions
Use Cases
Customer Context
View CRM data while handling support:
- Deal stage and value
- Account owner
- Recent activity
- Custom properties
Support in CRM
Sales sees support history in CRM:
- Open support issues
- Resolution times
- CSAT scores
- Escalations
Troubleshooting
Sync Not Working
- Check connection status in Integrations
- Re-authorize if token expired
- Verify field mapping is configured
- Check for API limits on CRM side
Duplicate Records
- Enable duplicate detection in settings
- Match by email address (recommended)
- Merge duplicates manually if needed