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 Organization 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 Organization 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