> ## Documentation Index > Fetch the complete documentation index at: https://docs.getveles.com/llms.txt > Use this file to discover all available pages before exploring further. # Connect your CRM > Set up bi-directional sync between Veles and your CRM so deal data flows automatically between systems. 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. CRM connection requires **Admin** access in Veles and admin-level permissions in your CRM. If you're not a Salesforce or HubSpot admin, coordinate with your CRM admin before starting. *** ## What syncs Once connected, Veles exchanges data with your CRM across these objects: | Veles object | CRM object | Sync direction | What flows | | ------------ | ------------------------------ | -------------- | -------------------------------------------------------------------------------------------------------------- | | **Customer** | Account (SFDC) / Company (HS) | CRM → Veles | Company name, address, industry, and custom fields. | | **Contact** | Contact (SFDC) / Contact (HS) | CRM → Veles | Name, email, title, phone. Used to populate the "Prepared For" field on quotes. | | **Quote** | Opportunity (SFDC) / Deal (HS) | Bi-directional | Quote metadata, status, and totals sync back to the CRM record. Opportunity/deal data populates quote context. | | **Order** | Order (SFDC) / Deal (HS) | Veles → CRM | When a quote converts to an order, the committed deal data is pushed to the CRM. | | **Contract** | Contract (SFDC) / Deal (HS) | Veles → CRM | Active contract details, including entitlements and renewal dates. | Veles pulls account and contact data from your CRM, but the CRM remains the system of record for those objects. Edits to customer or contact info should be made in the CRM -- they'll sync to Veles automatically. *** ## 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. If you're migrating from Salesforce CPQ (Steelbricks), Veles includes a guide for [translating your existing rules](/get-started/rules-and-approval/translating-sfdc-rules-to-veles) to the Veles format. Review it before setting up field mappings to avoid duplicating work. *** ## 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. If you're stuck, reach out to the Veles team at [**hi@getveles.com**](mailto:hi@getveles.com) with the specific error message or sync behavior you're seeing. *** ## What's next Now that your CRM is connected, build a quote linked to a live opportunity. Add billing and payment collection to your deal flow. Migrating from Salesforce CPQ? Translate your existing rules to Veles. Set up pricing guardrails now that your data is flowing.