Connect your CRM

Connecting your CRM to Veles enables bi-directional sync between your deal data and the quoting engine. Opportunities, accounts, and contacts flow into Veles, and quote data, order data, and contract data flow back — keeping both systems in sync without manual data entry. Veles supports two CRM integrations:

• Salesforce — API-based integration with bi-directional field mapping configured through the Veles UI
• HubSpot — native integration via OAuth with deal, company, and contact sync

You only need to connect one. Choose the CRM your team uses as its system of record.

---

​

What syncs

Once connected, Veles exchanges data with your CRM across these objects:

---

​

Salesforce

Veles connects to Salesforce via API and provides a field mapping UI that lets you define exactly how data flows between the two systems. There’s no managed package to install — you authorize the connection in Veles, map your fields, and data starts syncing.

​

Prerequisites

• Salesforce admin credentials with API access
• Veles admin access

​

Setup

1. In Veles, navigate to Admin Console > Integrations > Salesforce.
2. Click Connect to Salesforce. You’ll be redirected to the Salesforce login page.
3. Log in with your Salesforce admin credentials and authorize Veles to access your org.
4. Once authorized, the connection status in Veles will show Active.

​

Field mapping

After connecting, you’ll configure how data maps between Salesforce fields and Veles fields using the integration UI. This is where you define which Salesforce fields correspond to which Veles fields, and how data transforms as it moves between systems. Navigate to Admin Console > Integrations > Salesforce > Field Mapping to open the mapping interface. From here you can:

• Map standard fields — link Salesforce Opportunity, Account, and Contact fields to their Veles counterparts (Quote, Customer, Contact).
• Map custom fields — any custom fields in your Salesforce org can be mapped to custom fields in Veles, so your team’s specific data points carry through the quoting process.
• Set transformation rules — define how values are handled during sync. Veles supports direct mapping (value copies as-is), formula-based transformations (e.g., calculating a value from multiple source fields), and static values (a fixed value applied regardless of source).

Veles ships with sensible defaults for standard fields. Review these first, then extend the mappings for any custom fields your org uses. If you have specific integration needs, feel free to reach out to us and we can work with your team to ensure a smooth implementation.

---

​

HubSpot

Veles integrates with HubSpot natively through OAuth. No package installation or custom objects required — Veles connects directly to HubSpot’s API to sync deal, company, and contact data.

​

Prerequisites

• HubSpot admin or super admin credentials
• Veles admin access
• A HubSpot plan that supports API access (Professional or Enterprise for most features)

​

Setup

1. In Veles, navigate to Admin Console > Integrations > HubSpot.
2. Click Connect to HubSpot. You’ll be redirected to HubSpot’s authorization page.
3. Log in and authorize Veles to access your HubSpot account.
4. Select which HubSpot properties you want to sync with Veles.
5. Once authorized, the connection status in Veles will show Active.

​

Property mapping

After connecting, configure which HubSpot deal properties map to Veles quote and order fields. Navigate to Admin Console > Integrations > HubSpot > Property Mapping to review and customize the mappings. Veles maps to HubSpot’s standard objects:

• Companies → Veles Customers
• Contacts → Veles Contacts
• Deals → Veles Quotes (and syncs back order/contract data to the same deal)

Custom deal properties in HubSpot can be mapped to custom fields in Veles, ensuring your team’s specific data points carry through the quoting process.

---

​

After connecting

Once your CRM connection is active, a few things happen automatically: Quotes pull CRM context. When a rep creates a new quote, they can link it to a CRM opportunity or deal. The quote’s Context Block (proposal name, customer info, stakeholder details) can be auto-populated from the CRM record. Changes sync in real time. When a quote is updated in Veles, the changes are reflected in the CRM. When a deal is updated in the CRM, the linked data updates in Veles. Orders and contracts write back. When a quote is approved and converted to an order, and subsequently a contract, that data is pushed to the CRM — creating the audit trail your finance and RevOps teams need.

---

​

Troubleshooting

​

Sync not working

If data isn’t flowing between Veles and your CRM:

1. Check the connection status at Admin Console > Integrations. If it shows anything other than Active, try disconnecting and reconnecting.
2. Review the sync log in Veles at Admin Console > Integrations > [CRM] > Sync Log for error details.
3. Verify that the user who authorized the connection still has active admin credentials in the CRM. Expired or revoked permissions will break the sync.

​

Field mapping errors

If specific fields aren’t syncing correctly:

1. Confirm the field mapping exists at Admin Console > Integrations > [CRM] > Field Mapping.
2. Check that the field types are compatible (e.g., a Salesforce picklist mapping to a Veles text field may not behave as expected).
3. For formula-type mappings, verify the formula syntax in the mapping configuration.

---

​

What’s next