Integrating Bigmind with your CRM system creates a powerful revenue intelligence platform by connecting your conversation data with customer relationship management. Bigmind supports comprehensive integrations with Salesforce and HubSpot.
#Supported CRM Systems
Bigmind offers native integrations with two leading CRM platforms:
Salesforce Integration
- Full Object Support: Connect to Leads, Accounts, Contacts, Opportunities, and custom objects
- Field Mapping: Import and map custom fields from your Salesforce org
- Schema Management: Browse available objects and select which fields to sync
- Activity Attribution: Automatically create activities in Salesforce from meeting insights
- Real-time Sync: Bidirectional data synchronization between platforms
HubSpot Integration
- Contact & Company Sync: Automatically sync contact and company information
- Deal Association: Connect meetings to HubSpot deals and opportunities
- Activity Logging: Create activities and notes in HubSpot from meeting data
- Pipeline Integration: Track deal progression influenced by meetings
#Setting Up CRM Integration
Prerequisites
Before connecting your CRM, ensure you have:
- Administrator Access: Organization owner or administrator role in Bigmind
- CRM Permissions: Appropriate permissions in your CRM system
- API Access: For Salesforce, ensure API access is enabled in your org
Connecting Salesforce
- Navigate to Settings > CRM > Salesforce
- Click Connect to Salesforce
- You'll be redirected to Salesforce for authentication
- Grant Bigmind permission to access your Salesforce data
- Return to Bigmind to complete the setup
- Configure object and field mappings as needed
Connecting HubSpot
- Navigate to Settings > CRM > HubSpot
- Click Connect to HubSpot
- Authenticate with your HubSpot account
- Authorize Bigmind to access your HubSpot data
- Configure synchronization settings
#Field Mapping and Schema Management
Salesforce Schema Configuration
Bigmind provides comprehensive schema management for Salesforce:
- Object Browser: View all available Salesforce objects
- Field Import: Select which fields to sync from each object
- Custom Fields: Support for custom fields and objects
- Field Management: Add or remove fields after initial setup
Field Mapping Process
- Select the Salesforce object (Lead, Account, Contact, Opportunity)
- Browse available fields in that object
- Choose which fields to import into Bigmind
- Configure field mappings for data synchronization
- Test the mapping with sample data
#Activity Attribution
One of Bigmind's most powerful CRM features is automatic activity attribution:
What Gets Attributed
- Meeting Records: Complete meeting information with participants
- Conversation Insights: AI-generated summaries and key points
- Next Steps: Action items and follow-up tasks
- Engagement Metrics: Talk time, sentiment, and participation data
Attribution Rules
Configure how activities are attributed to CRM records:
- Email Matching: Match meeting participants to CRM contacts by email
- Account Association: Associate meetings with the correct accounts
- Opportunity Linking: Connect meetings to relevant opportunities
- Custom Rules: Set up custom attribution logic based on your sales process
#Data Synchronization
Sync Direction
Understand how data flows between systems:
- Bigmind to CRM: Meeting data, insights, and activities flow to your CRM
- CRM to Bigmind: Contact, account, and opportunity data flows to Bigmind
- Bidirectional: Some fields sync in both directions for consistency
Sync Frequency
- Real-time: Critical updates sync immediately
- Scheduled: Full data sync runs at regular intervals
- Manual: Force sync for specific records when needed
#Security and Permissions
Data Security
- OAuth Authentication: Secure authentication using industry standards
- Encrypted Transmission: All data transfers use TLS encryption
- Access Controls: Respect CRM sharing and visibility rules
- Regular Auditing: Monitor and log all integration activities
Permission Management
- Minimum Permissions: Request only necessary CRM permissions
- User-level Access: Each user's CRM access determines what they see in Bigmind
- Admin Controls: Organization admins can manage integration settings
#Monitoring and Troubleshooting
Connection Status
Monitor your CRM integration health:
- Connection Status: Real-time status of your CRM connection
- Sync History: Log of recent synchronization activities
- Error Reporting: Detailed error messages for failed operations
- Performance Metrics: Track sync speed and data volumes
Common Issues and Solutions
Connection Problems
- Authentication Errors: Re-authenticate with your CRM
- Permission Issues: Verify API access and user permissions
- Network Problems: Check firewall and network connectivity
Data Sync Issues
- Missing Data: Check field mappings and sync settings
- Duplicate Records: Review matching rules and deduplication settings
- Sync Delays: Monitor API rate limits and usage
#Best Practices
Initial Setup
- Plan Your Schema: Decide which objects and fields to sync before connecting
- Test with Sample Data: Start with a small dataset to verify mappings
- Train Your Team: Ensure users understand how the integration works
- Set Clear Rules: Define activity attribution and data ownership policies
Ongoing Management
- Regular Monitoring: Check sync status and resolve issues promptly
- Update Mappings: Adjust field mappings as your CRM schema evolves
- Review Attribution: Periodically review attribution rules for accuracy
- User Training: Keep users updated on new features and best practices
#Use Cases and Benefits
Revenue Intelligence
- Deal Progression: Track how meetings influence deal advancement
- Pipeline Health: Identify at-risk deals based on meeting activity
- Forecasting: Use conversation data to improve sales forecasts
- Performance Analysis: Analyze rep performance with complete context
Workflow Automation
- Automatic Logging: Eliminate manual activity entry
- Follow-up Reminders: Generate tasks based on meeting outcomes
- Data Enrichment: Enhance CRM records with conversation insights
- Reporting: Create comprehensive reports combining CRM and conversation data