> ## Documentation Index
> Fetch the complete documentation index at: https://help-center-starter.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your CRM

> Link Salesforce or HubSpot through partner connectors or a custom sync strategy.

CRM integrations keep customer context next to internal work. The hardest part is agreeing which system owns which field—decide that before you flip the sync on.

## Supported paths

* Official partner connectors (see partner guides)
* CSV or API-based sync via developer tools

### When to use each

Partner connectors trade flexibility for speed. Custom sync suits unusual object models or heavy transformations mid-pipeline.

## Data expectations

Define which objects sync and how conflicts resolve. Document owner fields so automation behaves predictably.

### Conflict rules

“CRM wins” vs “product wins” should be explicit for every field. Ambiguity shows up first when sales reassigns accounts during a territory change.

## Privacy

Limit synced fields to the minimum needed for your workflows and review access regularly.

### Retention

Align deletion policies: when a CRM record disappears, decide whether related artifacts should archive, anonymize, or remain linked for audits.