Connecting Your CRM

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Overview

Fincelo connects to your CRM to automatically create contract records when a deal closes. The moment a deal moves to Closed Won, Fincelo creates the customer, contract, and activates the billing cycle. No manual entry. Supported: Salesforce Sales Cloud · HubSpot CRM

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Salesforce

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Step 1 — Create Connected App

1. Salesforce → Setup → App Manager → New Connected App
2. Enable OAuth Settings → Callback URL: https://app.fincelo.app/api/crm/salesforce/callback
3. OAuth Scopes: Full access + Perform requests at any time (refresh_token)
4. Save → note Consumer Key + Consumer Secret

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Step 2 — Connect in Fincelo

1. Fincelo → Settings → CRM Integration → Salesforce
2. Enter Consumer Key + Secret → Click Authorise
3. Log in to Salesforce → Allow → Connected ✅

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Step 3 — Field Mapping

Custom fields: Settings → CRM Integration → Field Mapping

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HubSpot

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Step 1 — Create Private App

1. HubSpot → Settings → Integrations → Private Apps → Create
2. Scopes: crm.objects.contacts.read · crm.objects.deals.read · crm.objects.companies.read
3. Create app → copy Access Token

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Step 2 — Connect in Fincelo

1. Fincelo → Settings → CRM Integration → HubSpot
2. Paste Access Token → Click Connect → Connected ✅

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How Sync Works

Deal closes in CRM → Fincelo detects (polling every 5 min) → Customer + Contract created → Smart Billing Agent activated → First invoice generated on billing date.

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Troubleshooting

• Deal closed but no contract: Check stage name matches exactly (case-sensitive) · Check Settings → CRM Integration → Sync History
• Wrong values: Review field mapping → correct in Salesforce/HubSpot → re-sync
• Help: founders@fincelo.app · Book a call