Twine integrates with over 20 of the leading CRMs, including Salesforce and Hubspot.
Connect your CRM
Click Connectors in the left navigation menu.
Click +Add new under Link to revenue.
Select your CRM under the CRM menu.
Authenticate Twine to have Read Only access.
Add custom field mapping
Twine allows you to bring custom fields from your CRM for segmentation purposes. This can be really powerful when setting up digests for a particular region, team, or customer segment.
When connecting your CRM, you'll have the option to set up your custom mapping.
Click Map additional fields.
Click Map fields.
Select which custom field to map to each Twine field.
Click Save mappings.
This can be changed at any time after the integration is set up.
Click your Workspace name in the lower left corner.
Click Integrations in the top nav menu.
Select the CRM you have integrated.
Click Manage integration.
Click Map additional fields.
Click Map fields.
Select which custom field to map to each Twine field.
Click Save mappings.
Disconnect your CRM
Click your Workspace name in the lower left corner.
Click Integrations in the top nav menu.
Click your CRM under Connected integrations.
Click Disconnect.