Natively

CRM integration

Salesforce

Two-way sync

Salesforce connects the same way HubSpot does in spirit, a two-way sync where Salesforce stays your system of record and Natively shows a synced mirror, but the object model is Salesforce's own.

Natively reads Contacts, Accounts, and Opportunities, pulls pipeline stages from your org's real OpportunityStage configuration rather than a generic default, and links opportunities to contacts through the primary contact role your team already uses. Natively-originated records and stage moves write back the same way: behind a human approval step, logged to an audit trail.

A workspace connects one CRM at a time: HubSpot or Salesforce, not both.

What syncs

Item
Detail
Contacts
Read from Salesforce; Natively-originated contacts written back on approval.
Accounts
Read from Salesforce for account context.
Opportunities
Read opportunity records; Natively-originated opportunities and stage moves written back on approval.
Pipeline stages
Read from your org's real OpportunityStage configuration, not a generic default.
Opportunity-contact links
Linked via primary contact role.

Use cases it powers

CRM enrichment

Keeps Contacts, Accounts, and Opportunities verified and current behind the approval gate, with Salesforce staying master.

Cold outreach campaigns

Outreach runs against the live pipeline, with approved steps logged back to the record.

ICP & targeting strategy

Opportunity and stage history feeds targeting and reporting.

How every integration is built

  • A human approves every agent action before it touches your systems.
  • Every integration action is written to an audit log.
  • No integration ever sends email or messages on your behalf.
  • Your data stays in your single-tenant instance. Disconnecting stops new reads.
How the platform works

Frequently asked questions

Can I connect both HubSpot and Salesforce?

No. A workspace connects one CRM at a time, HubSpot or Salesforce, not both.

Does Natively use my actual Salesforce pipeline stages?

Yes. Stage data is read from your org's real OpportunityStage configuration, not a generic set of defaults.

Does Natively write to Salesforce without my approval?

No. Every write back to Salesforce passes a human approval step first, logged to an audit trail.

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