> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Answers about integrations

> Quick answers on which tools connect, who needs to connect, where calls land in your CRM, and what to do when a sync fails.

Get your CRM and Salesfinity talking to each other, and know what to check when they stop.
Every integration runs the same loop: import who to call, dial them, and log each call back to
the record it came from.

## Connecting

<AccordionGroup>
  <Accordion title="Which tools can I connect?">
    Open **Settings** › **Connections** to see every integration your team can connect. They
    include:

    * **CRMs:** Salesforce (including Salesforce Sandbox), HubSpot, Attio and Pipedrive.
    * **Sales engagement:** Outreach, Salesloft, Apollo, Amplemarket, ActiveCampaign, Lemlist and
      Smartlead.
    * **Call recording:** Gong.

    You can also import contacts from a CSV file. See
    [Connect your CRM and sales tools](/integrations/overview).
  </Accordion>

  <Accordion title="Does every rep need to connect their own account?">
    Usually, yes. A connection belongs to one Salesfinity user, and calls are logged as that user.

    Admins can turn on **Share with team** to give everyone the same field and disposition mappings.
    For HubSpot, Apollo and Amplemarket, reps who never connect can also use the admin's
    connection. Salesforce cannot be shared yet. Gong and a few other team-level tools are connected
    once for the whole team.
  </Accordion>

  <Accordion title="Can I use Salesfinity inside Salesforce or HubSpot?">
    Yes. The [Salesfinity Anywhere](/anywhere/overview) Chrome extension adds call, email and
    enroll buttons to Salesforce and HubSpot records, and lets you dial any number on any web page.
  </Accordion>
</AccordionGroup>

## Syncing calls

<AccordionGroup>
  <Accordion title="Where do my calls show up in the CRM?">
    On the record each contact came from. That is a call engagement in HubSpot, a completed Task
    in Salesforce, or a call in Outreach. Open call tasks on that record are closed for you. See
    [How a call gets back to your CRM](/integrations/data-flow).
  </Accordion>

  <Accordion title="How do I know if a call reached my CRM?">
    Check **Sync status** on the call in **Analytics** › **Call history**. If a sync failed, hover
    the status to see why. See [Find any call in Call history](/calls/call-history).
  </Accordion>

  <Accordion title="A call did not sync. What now?">
    Hover the call's **Sync status** badge to read the reason. Salesfinity retries a failed sync on
    its own, up to five times, one minute apart. Fix the cause, such as an expired connection, and
    the next attempt lands. [Fix integration problems](/integrations/troubleshooting) explains each
    reason.
  </Accordion>

  <Accordion title="Why does my CRM keep asking me to reconnect?">
    The CRM refused to renew the connection. Common causes are a password reset, an admin removing
    the app, or the user being deactivated in the CRM. Reconnect in **Settings** › **Connections**. If it keeps
    happening, see [Fix integration problems](/integrations/troubleshooting).
  </Accordion>

  <Accordion title="Calls are logged under the wrong person. Why?">
    Calls are logged as the CRM user who connected. If a manager connected for a rep, every call is
    logged as the manager, so each rep should connect their own account. In HubSpot, the
    **call task source** also sets the owner on every call. See
    [Fix integration problems](/integrations/troubleshooting).
  </Accordion>
</AccordionGroup>

## Building on Salesfinity

<AccordionGroup>
  <Accordion title="Is there an API?">
    Yes. The [REST API](/api-reference/introduction) reads and writes contact lists, call logs,
    notes and more. Start at the [developer portal](/developers).
  </Accordion>

  <Accordion title="Can I use Salesfinity from Claude or another AI assistant?">
    Yes, with the [MCP server](/mcp/overview). It reads the same data as Ari and the API.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Connect your CRM" icon="plug" href="/integrations/overview">
    Pick your platform and set up your mappings once.
  </Card>

  <Card title="Fix integration problems" icon="wrench" href="/integrations/troubleshooting">
    Reconnect prompts, missing permissions, empty imports and failed syncs.
  </Card>

  <Card title="Answers about billing" icon="credit-card" href="/help/billing">
    Seats, plans, credits and payments.
  </Card>

  <Card title="Get help from the team" icon="life-ring" href="/help/get-help">
    Chat or email when you are stuck.
  </Card>
</CardGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.