The Connected Tools section under Administration is where you connect Sellora AI with supported external CRM platforms.Connected tools allow CRM data to synchronize with your Sellora AI workspace so existing customer and contact information can be used throughout the sales workflow.
Tip: If your organization already manages companies and contacts in another CRM, connect the CRM before manually creating the same records in Sellora AI.
From the left navigation menu, go to:Administration → Connected ToolsThe Connected tools page displays the integrations available for your workspace.At the top of the page, you can review the integration status:
Connected — Number of tools currently connected.
Syncing live — Number of connected tools currently syncing data.
Need attention — Number of integrations that require attention.
The page also displays each available CRM and its current connection status.
Supported CRM integrations shown in Sellora AI include:
HubSpot CRM
Salesforce
If a CRM has not yet been connected, its status is displayed as Not connected.Select Connect beside the required CRM to begin the connection process.You can also select + Add integration to open the list of tools available for connection.
The Access Token can be found in your HubSpot private app settings.The Client Secret is also available in the HubSpot private app settings under Auth.Use the visibility icon beside a credential field when you need to view the entered value.
Important: Access tokens and client secrets are sensitive credentials. Keep them secure and only use credentials that your organization has authorized for the integration.
After entering the required credentials, select Connect to establish the integration.
Enter your Salesforce My Domain URL in the Instance URL field.The field begins with:https://Enter the remaining Salesforce domain for your organization.For example:https://your-domain.my.salesforce.com
Important: Enter your Salesforce My Domain URL rather than an email address or other account identifier.
Enter the Consumer Key from your Salesforce Connected App.You can find the Consumer Key in Salesforce under:Setup → App Manager → Your Connected App → Manage Consumer DetailsThe Salesforce Connected App must have the Client Credentials flow enabled with a run-as user.Use the visibility icon beside the field when you need to view the entered Consumer Key.
Enter the Consumer Secret associated with the same Salesforce Connected App.The Consumer Secret can also be found under:Setup → App Manager → Your Connected App → Manage Consumer DetailsUse the visibility icon beside the field when you need to view the entered Consumer Secret.
Important: The Consumer Key and Consumer Secret are sensitive credentials. Keep them secure and only use credentials authorized by your organization.
Confirm that the Instance URL is your correct Salesforce My Domain URL.
2.
Confirm that the Consumer Key is entered correctly.
3.
Confirm that the Consumer Secret is entered correctly.
4.
Select Connect.
If you want to return to the integration list without completing the connection, select Back to tools.After Salesforce is successfully connected, return to Connected Tools and review its connection and synchronization status.
After HubSpot is successfully connected, its status changes to Synced.The integration can display information such as:
Synchronization status
Number of synchronized contacts
When the connection was last checked
The summary at the top of the Connected Tools page is also updated. For example, a successfully connected and active HubSpot integration can increase both Connected and Syncing live.Once a CRM is connected, Sellora AI supports synchronization of lead information between Sellora AI and the connected CRM.Lead information can be synchronized in both directions:
Sellora AI → CRM: Leads available in Sellora AI can be synchronized to the connected CRM. These records are managed under Companies and People in Sellora AI.
CRM → Sellora AI: Leads available in the connected CRM can be synchronized into Sellora AI and become available under Companies and People.
Synchronized CRM information can become available in relevant Sellora AI sales areas, including:
Companies
People
Company information can be reviewed under:Sales Manager → CompaniesContact information can be reviewed under:Sales Manager → PeopleThis allows existing CRM information to become part of the wider Sellora AI sales workflow.
A connected CRM can be disconnected when the integration is no longer required.From the Connected Tools page, use the disconnect Icon displayed on the connected CRM card.A confirmation window is displayed before the integration is disconnected.For example, when disconnecting HubSpot, Sellora AI displays:Disconnect CRM?The confirmation explains that:
Synchronization will stop.
Stored credentials will be removed.
Existing records will not be deleted.
To continue:
1.
Select the disconnect option for the connected CRM.
2.
Review the confirmation message.
3.
Select Disconnect.
Select Cancel if you want to keep the integration connected.
Important: Disconnecting the CRM stops synchronization and removes the stored integration credentials, but existing records already available in Sellora AI are not deleted.
Synchronized Companies and People can be used as part of Sellora AI sales and campaign workflows.After CRM information becomes available in Sellora AI, review the relevant records before using them for campaign targeting or outreach.This reduces the need to recreate existing CRM contacts manually.
Connected CRM integrations and the Wizard provide different ways to build the sales data available in Sellora AI.Use Connected Tools when your organization already has relevant companies and contacts stored in a supported CRM.Use the Wizard when you want to identify, pull, or enrich additional prospects.Both can contribute information used throughout the Sellora AI sales workflow.
