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CRM Integration Guides

Step-by-step guides for integrating BrainPredict Sales with 10 major CRM systems. All integrations support bi-directional sync and real-time updates.

Supported CRM Systems

Salesforce
All Plans
HubSpot
All Plans
Dynamics 365
Pro+
Pipedrive
Pro+
Zoho CRM
Pro+
SAP Sales
Enterprise
Oracle Sales
Enterprise
SugarCRM
Enterprise
Freshsales
Enterprise
Close
Enterprise

Salesforce Integration

Connect BrainPredict Sales to Salesforce in 5 minutes. Supports Sales Cloud, Service Cloud, and custom objects.

Step 1: Install the BrainPredict Sales App

Install our managed package from Salesforce AppExchange:

  1. Go to Setup → AppExchange
  2. Search for "BrainPredict Sales"
  3. Click Get It Now
  4. Choose Install for All Users
  5. Grant permissions when prompted

Step 2: Configure OAuth Connection

from brainpredict_sales import BrainPredictSales

client = BrainPredictSales(api_key='YOUR_API_KEY')

# Connect to Salesforce
connection = client.connect_crm(
    crm_type='salesforce',
    credentials={
        'instance_url': 'https://your-instance.salesforce.com',
        'client_id': 'YOUR_SALESFORCE_CLIENT_ID',
        'client_secret': 'YOUR_SALESFORCE_CLIENT_SECRET',
        'username': 'your-email@company.com',
        'password': 'your-password',
        'security_token': 'your-security-token'
    }
)

print(f"<svg className="w-4 h-4 inline-block align-text-bottom flex-shrink-0" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2.5" strokeLinecap="round" strokeLinejoin="round"><polyline points="20 6 9 17 4 12"/></svg> Connected to Salesforce: {connection['status']}")

Step 3: Configure Field Mapping

Map Salesforce fields to BrainPredict Sales fields:

client.configure_field_mapping(
    crm_type='salesforce',
    mappings={
        'opportunity_id': 'Id',
        'deal_value': 'Amount',
        'stage': 'StageName',
        'close_date': 'CloseDate',
        'probability': 'Probability',
        'account_name': 'Account.Name',
        'owner_name': 'Owner.Name'
    }
)

print("<svg className="w-4 h-4 inline-block align-text-bottom flex-shrink-0" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2.5" strokeLinecap="round" strokeLinejoin="round"><polyline points="20 6 9 17 4 12"/></svg> Field mapping configured successfully!")

Step 4: Enable Real-Time Sync

Enable bi-directional sync for real-time updates:

client.enable_realtime_sync(
    crm_type='salesforce',
    sync_objects=['Opportunity', 'Lead', 'Account', 'Contact'],
    sync_direction='bidirectional',
    sync_frequency='realtime'
)

print("<svg className="w-4 h-4 inline-block align-text-bottom flex-shrink-0" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2.5" strokeLinecap="round" strokeLinejoin="round"><polyline points="20 6 9 17 4 12"/></svg> Real-time sync enabled!")

Step 5: Test the Integration

# Test by predicting a deal
opportunities = client.get_opportunities(limit=1)
prediction = client.predict_deal(opportunity_id=opportunities[0]['id'])

print(f"<svg className="w-4 h-4 inline-block align-text-bottom flex-shrink-0" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2.5" strokeLinecap="round" strokeLinejoin="round"><polyline points="20 6 9 17 4 12"/></svg> Integration working! Close probability: {prediction['close_probability']}%")

HubSpot Integration

Microsoft Dynamics 365 Integration

Integration Features

Bi-Directional Sync

Automatic sync of deals, leads, contacts, and activities

Real-Time Updates

Instant predictions when CRM data changes

Custom Field Mapping

Map any CRM field to BrainPredict Sales

Webhook Support

Receive real-time notifications

Explore More

→ API Reference→ AI Models Documentation→ Use Cases & Examples→ Contact Support