Integrations
CRM (Salesforce / HubSpot)
Connect CRM systems to push meeting outcomes and keep opportunity data current.
CRM integration turns post-call insight into pipeline updates without manual data entry.
Scope
- Push summary notes and next steps
- Update deal/opportunity fields
- Preserve timeline/audit visibility in target CRM
Recommended Field Mapping
| Tenali Output | CRM Field Example | Validation Rule |
|---|---|---|
| Next Step | next_step / follow_up_action | Must include owner and due date |
| Stage Signal | deal_stage / opportunity_stage | Must map to allowed picklist |
| Amount Signal | amount | Numeric format required |
| Close Timeline | close_date | Valid date and timezone |
| Summary Notes | meeting_summary | Keep under target field length |
Setup Path by CRM
Error Signatures
permission_denied: integration account lacks field/object permission.invalid_field_mapping: value type mismatch or invalid picklist option.record_not_found: target record no longer exists or id changed.rate_limited: retry with backoff during API limit windows.
Acceptance Criteria
- 3 consecutive test pushes succeed
- Required fields are correctly mapped and formatted
- Sync failures produce human-readable reason codes
- One integration owner monitors failures weekly
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