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.
Advanced permission configurations
Many CRMs offer more granular permission configurations to define exactly what access Twine should or shouldn't get. The guides for the most common setups are listed below.
Salesforce
For each object (e.g., Accounts, Contacts, Tasks, Notes, Leads, Opportunities, Users):
Go to Object Settings within the Profile or Permission Set.
Click the name of the object (e.g., Account).
Check the box for Read access (minimum required for queries).
Add Create, Edit, or Delete only if your integration requires write access.
If the user must see all records (not just those they own or are shared), also check View All Records.
Objects to configure:
Account
Contact
Opportunity
User
Account
Salesforce Field | Twine Use | Required |
sf:Id | Remote id | Yes |
sf:SystemModStamp | Last modified (Used for incremental sync) | Yes |
sf:IsDeleted | Deleted (Used for incremental sync) | Yes |
sf:Name | Name | Yes |
sf:Website | Website (for logo) | Yes |
sf:Description | Description | No |
sf:OwnerId | Customer Owner | Yes |
sf:Industry | Industry | Yes |
sf:NumberOfEmployees | Number of Employees | No |
sf:BillingCity sf:BillingCountry sf:BillingPostalCode sf:BillingState sf:BillingStreet
and/or
sf:ShippingCity sf:ShippingCountry sf:ShippingPostalCode sf:ShippingState sf:ShippingStreet | Address/Region | Yes |
sf:AnnualRevenue | ARR | Yes |
Contact
Salesforce Field | Twine Use | Required |
sf:Id | Remote Id | Yes |
sf:SystemModStamp | Last modified (Used for incremental sync) | Yes |
sf:IsDeleted | Deleted (Used for incremental sync) | Yes |
sf:Title |
| No |
sf:FirstName | Used for name | Yes |
sf:LastName |
| No |
sf:AccountId | Get linked Customer | Yes |
sf:LastActivityDate |
|
|
Last activity | No |
|
sf:Email | Match contact on email | Yes |
sf:Phone | Match contact on phone | Yes |
sf:OtherPhone | Match contact on phone | Yes |
sf:MobilePhones | Match contact on phone | Yes |
sf:MailingCity |
|
|
sf:MailingCountry |
|
|
sf:MailingPostalCode |
|
|
sf:MailingState |
|
|
sf:MailingStreet |
| No |
sf:OwnerId |
| Yes |
Opportunity
Salesforce Field | Twine Use | Required |
sf:Id | Remote id | Yes |
sf:SystemModStamp | Last modified (Used for incremental sync) | Yes |
sf:IsDeleted | Deleted (Used for incremental sync) | Yes |
sf:Name | Name | Yes |
sf:Amount | Amount/Value | Yes |
sf:AccountId | Account/Customer | Yes |
sf:CloseDate | Close Date | Yes |
sf:Description | Description | No |
sf:OwnerId | Opportunity Owner | Yes |
sf:StageName | Stage | Yes |
sf:IsClosed |
|
|
sf:IsWon | Status | Yes |
sf:Type | Type | Yes |
User
Salesforce Field | Twine Use | Required |
sf:Id | Remote Id | Yes |
sf:SystemModStamp | Last modified (Used for incremental sync) | Yes |
sf:IsDeleted | Deleted (Used for incremental sync) | Yes |
sf:Email | Yes | |
sf:FirstName | Name | Yes |
sf:LastName | Name | Yes |
sf:Name | Name | Yes |