3 docs tagged with "Salesforce"

CRM visibility keeps FunnelStory account access aligned with HubSpot and Salesforce when you wire those connections—instead of relying only on manual assignments. FunnelStory reads who can see which CRM accounts from your connected org, matches CRM users to workspace users by email, and applies the result for Account User, Manager, and other non-admin roles. Turn it on when your CRM already defines account access and you want the same boundaries in FunnelStory.

This page provides complete, end-to-end Account model configurations for common setups. Each example includes the full query, the property mapping table, and an explanation of what's being configured.

The Salesforce connection authorizes FunnelStory to read your CRM data using OAuth. Use it to back data models (with SOQL in the model builder), to support CRM sync where your workspace writes selected fields back to Salesforce, and anywhere else the product surfaces Salesforce as a source.