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Connect your Salesforce CRM
Updated this week

How it works

Uman is organized around three key modules:

  • Business Development

  • Deal Execution

  • Account Management

By integrating with HubSpot CRM, Uman enables users to benefit advanced reasoning capabilities, enriched with the relevant CRM context. This bidirectional integration syncs Accounts, Contacts, and Opportunities on behalf of the user, enhancing productivity and improving client conversations.

Key Benefits

  • Prepare for meetings with rich historical context: Gain instant access to valuable customer insights, including past interactions, deals, and key contacts, ensuring you're well-prepared for every meeting.

  • Automated CRM updates: Meeting follow-ups are automatically ingested into HubSpot — no more manual CRM updates.

  • Seamlessly add prospects in CRM: Easily push new accounts with contact data into your CRM with rich insights and outreach scripts for execution.

Technical Setup and details

The integration offers powerful capabilities for handling essential HubSpot objects, including:

1. Accounts (Companies)

  • Read Data: Access detailed company profiles, including associated contacts, recent interactions.

  • Write Data: Automatically create or update company records based on sales activities or data from other systems.

2. Contacts

  • Read Data: Retrieve contact details and communication history

  • Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.

3. Opportunities (Deals)

  • Read Data: Extract deal information, including stages, values, and associated contacts or companies.

  • Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.

Setup Instructions

To enable integration, follow these steps:

  1. The client needs to check if Allow Authorization Code and Credentials Flows is enabled on org level. A Salesforce admin can check this by searching for OAuth in the settings page

  2. A Salesforce admin needs to create a connected app, which will allow uman to make the connection with the organisations Salesforce environment

    Callback URL: https://app.uman.ai/integrations/authenticate/salesforce

    OAuth settings:

    • OAuth Scopes:

      • Manage user data via APIs (api)

      • Perform requests at any time (refresh_token, offline_access)

    • Flow Enablement:

      • Enable Authorization Code and Credentials Flow (don’t select ‘Require user credentials in the POST body for Authorization Code and Credentials Flow’)

    • Security:

      • Require secret for Web Server Flow

      • Require secret for Refresh Token Flow

      • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

      • Enable Refresh Token Rotation

    OAuth Policies:

    • Permitted users: Select either:

      • ‘Admin approved users are pre-authorized’ and select the correct Permission Set(s) (to grant certain users access)

      • ‘All users can self-authorize’

    • App Authorization:

      • Refresh Token Policy ⇒ Expire refresh token after specific time (default)

  3. User clicks a button in uman, which will show all the required permissions (created by Salesforce)

  4. Authorization code is sent to uman, when user approves the scopes

  5. Authorization code is swapped for a refresh and access token so that we can make requests on the user’s behalf.

Config that uman needs

  • Consumer Key and Secret (found under Settings → OAuth Settings)

  • Name of the Salesforce tenant (found in the url)

For further assistance, please contact our support team or visit our comprehensive knowledge base.

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