# CRM Integrations

> **Source**: [SMS-Magic](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations)
>
> <p>Learn how to integrate Salesforce, Zoho, Zoho Bigin, Zoho Qntrl and HubSpot with Conversive to send messages to CRM contacts. View sent messages directly within the CRM for seamless communication tracking.</p>

## Browse Collection

1. [Integrate with Creatio](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/EjzsQV3Kv7M-integrate-with-creatio.md) (Article)
2. [Conversive with Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/oDr0uKgZG74-conversive-with-zoho-qntrl.md) (Article)
3. [Conversive with Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/NNaZw0wsXuc-conversive-with-zoho-crm.md) (Article)
4. [Conversive with Zoho Bigin](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/m4IqoMTuB84-conversive-with-zoho-bigin.md) (Article)
5. [Conversive with Salesforce](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/b2JeMxqWraM-conversive-with-salesforce.md) (Article)
6. [Send Message Campaigns using HubSpot List](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/vZ326JsNtmY-send-message-campaigns-using-hubspot-list.md) (Article)
7. [Create Conversation with HubSpot Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/VgwIv4io45s-create-conversation-with-hubspot-contacts.md) (Article)
8. [Automate Conversations with Usecase Automation](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/Hwvq7MSMORY-automate-conversations-with-usecase-automation.md) (Article)
9. [Send Message Campaigns](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/OMJL0lJ0NsI-send-message-campaigns.md) (Article)
10. [Create Conversation with CRM Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/XIAZbgGIeb4-create-conversation-with-crm-contacts.md) (Article)
11. [Send Message Campaigns using Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/jjHP8ehf0gw-send-message-campaigns-using-zoho-crm.md) (Article)
12. [Create Conversation with Zoho CRM Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/IrlVqhwH5Hg-create-conversation-with-zoho-crm-contacts.md) (Article)
13. [Trigger Usecase from Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/p7vkNfgeYb4-trigger-usecase-from-zoho-crm.md) (Article)
14. [Send Message Campaigns using Salesforce List](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/DogEGB1AY4o-send-message-campaigns-using-salesforce-list.md) (Article)
15. [Create conversation with Salesforce Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/hCH9UwXjIds-create-conversation-with-salesforce-contacts.md) (Article)
16. [Conversive with HubSpot](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/q8E2gd9Yqz8-conversive-with-hubspot.md) (Article)
17. [ActiveCampaign Integration overview](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/Qtjl42yRX28-activecampaign-integration-overview.md) (Article)
18. [Integrate with ActiveCampaign](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/2CwFYM09wxY-integrate-with-activecampaign.md) (Article)
19. [Send Message Campaigns using Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/7IvgQjhzQWQ-send-message-campaigns-using-zoho-qntrl.md) (Article)
20. [Create Conversation with Zoho Qntrl Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/UzYAI9ZbdYI-create-conversation-with-zoho-qntrl-contacts.md) (Article)
21. [Run Automation like Nurture and Reminder using ActiveCampaign via Apps](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/9Gw1Non0YVk-run-automation-like-nurture-and-reminder-using-activecampaign-via-apps.md) (Article)
22. [Automate Your conversation with ActiveCampaign ](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/6dVQBYDMkrQ-automate-your-conversation-with-activecampaign.md) (Article)
23. [Automate Messages with Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/46WBF3EW2CI-automate-messages-with-zoho-qntrl.md) (Article)

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# ARTICLE: Conversive with Salesforce

## METADATA

- id: h2kILMVe8lE76n5Mh0B0FQ
- type: article
- source: SMS-Magic
- content_url: https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/b2JeMxqWraM-conversive-with-salesforce

- collection_url: https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations

## CONTENT

## How to Integrate the Salesforce CRM in Conversive? 

What to Do: In Conversive, look for the ‘Integrations’ section, pick Salesforce from the list, and follow the steps to link it up with your Conversive account.

**Step 1: Find **Salesforce** in Integrations.**

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**Step 2: Click on Connect to integrate with your **Salesforce** account.**

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**Step 3: Click on 'Authorize' to allow **Salesforce** integration with Conversive.**

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**Step 4: Choose your **Salesforce** CRM server.**

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**Step 5: **Salesforce** is now successfully connected to your conversive account.**

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Why It Matters: This is where the magic happens. Connecting Salesforce with Conversive means the two can work together, letting you manage customer chats, send out smart messages, and keep everything in sync—saving you time and boosting your customer engagement.

## How can I use Salesforce as a data source to send messages to my customers who are in CRM? 

Alright, now that you’ve got Salesforce and Conversive talking to each other, let’s set up the basics to ensure everything runs like a well-oiled machine.

### Making Sure Everything’s in Sync

Connecting the Dots: You’ll want to make sure all the important stuff, like messages and customer activities, are perfectly synced between Salesforce and Conversive.

How to Do It: In Conversive, you’ll find options to sync messages and activities. Turning these on means you won’t miss a beat when it comes to keeping track of customer interactions.

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Keeping Everything Together: Syncing makes sure that all your customer chats and activities are up to date in Salesforce. So, you can always pick up right where you left off, making every customer feel like they’re your number one priority.