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

# Connecting Your CRM

> Sync Closed Won deals from Salesforce or HubSpot directly into Fincelo.

## 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

***

## Salesforce

### 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**

### 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 ✅

### Step 3 — Field Mapping

| Salesforce Field  | Fincelo Field       |
| ----------------- | ------------------- |
| Account Name      | Customer Name       |
| Amount            | Contract Value      |
| Close Date        | Contract Start Date |
| Contract Term     | Contract Duration   |
| Billing Frequency | Billing Cycle       |
| Owner Email       | Account Manager     |

Custom fields: **Settings → CRM Integration → Field Mapping**

***

## HubSpot

### 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**

### Step 2 — Connect in Fincelo

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

***

## 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.

<Warning>
  Fincelo only syncs **Closed Won** deals. Open, lost, or in-progress deals are never imported — this prevents incomplete deals from creating billing records.
</Warning>

***

## 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](mailto:founders@fincelo.app) · [Book a call](https://calendly.com/founders-fincelo/30min)