CRM Integration
      Back to home
      1. Help Center
      2. CRM Integration

      CRM Integration Setup Guide (new)

      This article guides you through connecting your CRM (HubSpot, Salesforce or others) to mOS for automatic synchronization of companies, opportunities, and contacts. This integration allows for bi-directional data flow, enhancing

      Overview

      Connect your MEDDICC Operating System (mOS) to your CRM to automatically sync companies, opportunities, and contacts between systems. This integration enables bi-directional data synchronization, allowing you to leverage your CRM data within mOS.

      Getting Started

      Prerequisites

      • Admin access to your mOS organization
      • Admin access to your CRM (HubSpot or Salesforce)
      • Required CRM credentials (detailed below)

      Step 1: Access Integration Settings

      1. Log into your mOS account as an admin
      2. Navigate to My Organization → Settings
      3. Scroll down to the Integrations section
      4. Click Connect CRM on the CRM Integration card

      Step 2: Choose Your CRM

      Select your CRM platform from the available options. If you've previously connected a CRM, you'll see an option to relink your integration.

      Step 3: Review Data Permissions

      Review and approve the data permissions that will allow mOS to access your CRM data through our secure integration platform.

      Read Access: mOS will read the following data types:

      • Opportunities/Deals
      • Users
      • Stages
      • Accounts/Companies
      • Contacts
      • Notes

      Write Access: mOS will write back:

      • Opportunities/Deals (updates)
      • Contacts (updates)
      • Accounts/Companies (updates)

      CRM-Specific Setup Instructions

      HubSpot Integration

      Required Information:

      1. HubSpot Portal ID (formerly Account ID)
      2. API Key

      Finding Your Portal ID:

      1. Log into your HubSpot account
      2. Click your profile in the upper right corner
      3. In the dropdown menu, locate your Portal ID under the account name

      Creating Your API Key:

      1. In HubSpot, click the settings gear (⚙️) in the top right
      2. Navigate to Account Management → Integrations → Private Apps
      3. Click Create a private app
      4. Fill in the basic app information:
        • Name: MEDDICC Integration (or similar)
        • Description: Integration for MEDDICC Operating System
      5. Configure scopes by adding the following permissions:
        • All CRM-related read/write permissions
        • Contact permissions
        • Company permissions
        • Deal permissions
      6. Click Create app
      7. Copy the generated API key for use in mOS

      Salesforce Integration

      Required Information:

      1. Subdomain
      2. Username
      3. Password
      4. Security Token
      5. Organization ID

      Setup Steps:

      Step 1: Find Your Subdomain

      1. Log into your Salesforce account
      2. Note the subdomain from your login URL
        • Example: If you sign in at "acme.salesforce.com", your subdomain is "acme"

      Step 2: Gather Your Credentials

      • Your standard Salesforce username and password

      Step 3: Locate Your Security Token

      1. In Salesforce, click your profile picture/name in the top right
      2. Go to Settings → Reset My Security Token
      3. Click Reset Security Token
      4. Check your email for the new security token

      Step 4: Find Your Organization ID

      1. In Salesforce, click the gear icon (⚙️) and select Setup
      2. In the Quick Find box, search for "Company Information"
      3. Click Company Information
      4. Copy your Salesforce.com Organization ID

      Step 5: Enter Information in mOS Enter all the collected information (subdomain, username, password, security token, and organization ID) into the mOS integration flow when prompted.

      Other CRM platforms are available, if you are having trouble setting them up please reach out to support@meddicc.com who will be happy to help. 

      Field Mapping & Synchronization

      Default Field Mapping

      mOS automatically maps and bi-directionally syncs standard CRM fields. For a complete list of supported fields, visit: Supported CRM Fields

      Opportunities/Deals

      • Basic Information: Name, Description, Amount, Currency
      • Dates: Close Date
      • Status: Pipeline Stage

      Accounts/Companies

      • Basic Information: Company Name, Description, Industry, Website

      Contacts

      • Personal Information: First Name, Last Name, Title, Department

      Users

      • Basic Information: Name, Email

      Note: Field availability may vary by CRM platform. The integration automatically detects and syncs all available standard and custom fields that match these categories.

      Custom Field Mapping

      To map additional fields from your CRM to mOS:

      1. After connecting your CRM, click the link icon (🔗) on your integration card
      2. Select Map additional fields
      3. Choose the CRM field you want to sync
      4. Map it to the corresponding mOS field
      5. Save your mapping configuration

      Advanced Configuration

      Setup Filters

      By default, mOS syncs all opportunities from your CRM. You can optionally filter which opportunities to sync based on:

      • Deal Amount Range: Set minimum and maximum values
      • Sales Stages: Select specific pipeline stages
      • Custom CRM Filter: Use a custom field (e.g., 'mos_sync' checkbox)

      To configure filters:

      1. Access the filter settings in your integration configuration
      2. Enable your desired filter type
      3. Set the filter criteria
      4. Save your configuration

      Important: If using a custom field filter, inform your Implementation Team of the field name for proper configuration.

      Data Validation Requirements

      mOS validates incoming opportunity data to ensure quality:

      Required Fields:

      • Opportunity name
      • Associated account/company
      • Sales stage

      Amount Validation:

      • Deal amount must be greater than 0

      Date Validation:

      • Close date cannot be in the past
      • Close date cannot be empty

      Sync Timing & Process

      Initial Sync

      • Duration: 45 minutes to 1 hour (depending on data volume)
      • Frequency: One-time setup process
      • Status: You'll receive a notification when complete

      Ongoing Synchronization

      • CRM → mOS: Every 15 minutes
      • mOS → CRM: Real-time (within seconds to minutes)
      • Data: Bi-directional for standard fields

      Troubleshooting

      Integration Issues

      If you experience problems with your integration:

      1. Check Connection Status: Verify the integration toggle is enabled in settings
      2. Review Error Messages: Look for specific error notifications in mOS
      3. Validate Credentials: Ensure your API keys and permissions are still valid
      4. Contact Support: Reach out to support@meddicc.com with specific error details

      Common Issues

      • Slow Initial Sync: Large data volumes can extend initial sync time
      • Missing Data: Verify field mapping and CRM permissions
      • Sync Failures: Check that required fields are populated in your CRM

      Support

      For additional help with your CRM integration:

      • Implementation Team: For custom field mapping and advanced configuration
      • Email Support: support@meddicc.com

      Your CRM integration enables powerful MEDDICC analysis while maintaining your existing sales workflows. Once configured, your team can leverage MEDDICC methodology seamlessly within their familiar CRM environment.