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 CRM integrations available for your Sellora AI workspace and allows you to review their current connection and synchronization status.At the top of the page, you can review the overall integration status:
Connected — Number of tools currently connected to the workspace.
Syncing live — Number of connected tools currently syncing data with Sellora AI.
Need attention — Number of integrations that require attention or action.
The Connected tools page currently displays the following CRM integrations:
HubSpot CRM — Available for connection.
Salesforce — Available for connection.
Zoho CRM — Coming soon.
Each integration card displays its current status.Depending on the integration, you may see:
Not connected — The CRM has not yet been connected to Sellora AI.
Synced — The CRM is connected and data is being synchronized successfully.
Coming soon — The integration is not yet available for connection.
For a connected CRM, the integration card may also display synchronization information, such as the number of synced contacts and when the integration was last checked.
The Create Legacy App window displays the available app types:
Public — for many accounts.
Private — for one account.
Select Private.HubSpot may recommend using Service Keys instead and display information about the limitations of legacy private apps.To continue using a legacy private app:
1.
Review the information displayed by HubSpot.
2.
Select the checkbox confirming that you understand the limitations of legacy private apps.
Select the Scopes tab.Scopes determine what information the app can access and what actions it can perform within HubSpot.Select + Add new scope.In the Add new scope window, select the required permissions.For the Sellora AI integration, add the following scopes:
crm.objects.leads.read
crm.objects.leads.write
crm.schemas.companies.read
crm.schemas.companies.write
crm.schemas.contacts.read
crm.schemas.contacts.write
After selecting the required scopes, select Update.The selected permissions are displayed under Selected scopes.
Important: Make sure all required scopes are selected. Missing permissions may prevent Sellora AI from accessing or updating the required HubSpot CRM information.
HubSpot displays a confirmation explaining that creating the private app will generate an Access Token.
3.
Select Continue creating.
Important: The generated access token provides access to your HubSpot account data. Only share it with trusted and authorized applications or users. Do not publish the token or store it in a public repository.
Step 7: Retrieve the Access Token and Client Secret#
After the app is created, open the app and select the Auth tab.The Auth section displays the credentials required by Sellora AI:
Access token — used to make API calls to the HubSpot account.
Client secret — used for signature validation.
To retrieve a credential:
1.
Select Show token beside the Access Token.
2.
Copy the Access Token.
3.
Select Show secret beside the Client Secret.
4.
Copy the Client Secret.
The Auth page also displays the scopes assigned to the app so you can confirm that the required permissions have been configured.
Important: Keep the Access Token and Client Secret secure. These credentials provide API access to your HubSpot account and should only be entered into authorized systems.
Return to the Connect HubSpot CRM panel in Sellora AI.Enter:
Access Token — paste the Access Token copied from HubSpot.
Client Secret — paste the Client Secret copied from HubSpot.
Use the visibility icon beside a credential field if you need to view the entered value.Select Connect to establish the HubSpot CRM integration.Once the connection is successful, HubSpot CRM is available as a connected tool within Sellora AI.
Before connecting Salesforce to Sellora AI, you need to create an External Client App in Salesforce and obtain the required API credentials.The Salesforce connection requires:
Instance URL
Consumer Key
Consumer Secret
Important: You must have the appropriate Salesforce permissions to create and configure an External Client App.
Under OAuth Scopes, move the required scopes from Available OAuth Scopes to Selected OAuth Scopes.Add:
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Note: The Salesforce Client Credentials flow itself does not issue refresh tokens. Salesforce may therefore filter the refresh_token / offline_access scope from tokens created using this flow. The important API access scope for the integration is Manage user data via APIs (api).
Leave the other flows unchanged unless they are required for another integration.
Important: Client Credentials Flow allows the external application to authenticate using its Consumer Key and Consumer Secret without requiring an interactive Salesforce login for each API request.
When Salesforce displays the Confirm Enablement of the Client Credential Flow message, review the warning and select OK to continue.
Step 9: Configure the Client Credentials Run-As User#
After the app has been created, open the Sellora Sync External Client App.
1.
Open the Policies tab.
2.
Select Edit.
3.
Expand OAuth Policies.
4.
Locate OAuth Flows and External Client App Enhancements.
5.
Confirm that Enable Client Credentials Flow is selected.
6.
In Run As (Username), select or enter the Salesforce user that Sellora AI should use when accessing Salesforce.
7.
Select Save.
Important: The selected Run-As user determines the Salesforce permissions and data available to the integration. Use an authorized integration user with only the permissions required by the integration.
Open the Settings tab for the External Client App.
2.
Expand OAuth Settings.
The configured OAuth scopes and Callback URL are displayed.
Step 11: Get the Consumer Key and Consumer Secret#
Under OAuth Settings:
1.
Select Consumer Key and Secret.
Salesforce may ask you to verify your identity before displaying the credentials.If the Verify Your Identity page appears:
1.
Check the email account associated with your Salesforce user.
2.
Enter the verification code sent by Salesforce.
3.
Select Verify.
After verification, Salesforce displays the Consumer Details for the External Client App.Copy:
Consumer Key
Consumer Secret
Important: The Consumer Key and Consumer Secret are sensitive API credentials. Do not include them in screenshots, documentation, emails, or other publicly accessible locations.
Sellora AI also requires your Salesforce Instance URL.Use your organization's Salesforce My Domain URL.For example:https://your-domain.my.salesforce.comTo locate it in Salesforce:
1.
Open Setup.
2.
Search for My Domain.
3.
Open My Domain.
4.
Copy your organization's My Domain URL.
Important: For the Client Credentials flow, use the Salesforce My Domain URL rather than https://login.salesforce.com.
After completing the Salesforce configuration, you should have:
Sellora AI Field
Salesforce Value
Instance URL
Salesforce My Domain URL
Consumer Key
Consumer Key from the External Client App
Consumer Secret
Consumer Secret from the External Client App
Return to:Sellora AI → Administration → Connected Tools → Salesforce → ConnectEnter the three values and select Connect.
Security: Store the Consumer Secret securely. Anyone with access to the Consumer Key and Consumer Secret may be able to authenticate through the Client Credentials flow with the permissions of the configured Run-As user.
After CRM 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.
CRM data can be synchronized directly between Sellora AI and your connected CRM platforms.Synchronized CRM information is available in relevant Sellora AI areas, including:
Companies
People
The synchronization process works in the same way for all supported CRM integrations connected to your Sellora AI workspace.
Company information can be reviewed under:CompaniesThe Companies page displays the companies available in your Sellora AI workspace.If CRM integrations are connected, the connected CRM platforms are displayed at the top of the page.To synchronize company information with a CRM:
1.
Select Sync with CRM.
2.
The Sync companies window opens.
3.
Select the CRM you want to synchronize with.Depending on the integrations connected to your workspace, available options may include:
HubSpot CRM
Salesforce
4.
After selecting the CRM, choose the required synchronization direction.
Two synchronization directions are available:
Sellora → CRM — Push companies from Sellora AI to the selected CRM.
CRM → Sellora — Pull companies from the selected CRM into Sellora AI.
For example, when HubSpot CRM is selected:
Sellora → HubSpot pushes Sellora companies to HubSpot CRM.
HubSpot → Sellora pulls companies from HubSpot CRM into Sellora AI.
After selecting the synchronization direction, the Select companies screen displays the companies available for synchronization.You can:
Search for a company by name or website.
Select individual companies using the checkbox beside each company.
Use Select all to select all available companies.
Review the number of companies currently selected.
View the synchronization status of individual companies.
Companies that have already been synchronized are displayed with a Synced status.Companies available to be synchronized display a Sync status.Select the required companies and then select Sync selected to begin the synchronization.The number displayed in the Sync selected button indicates how many companies have been selected.
Note: The same synchronization process applies to all supported CRM integrations. The CRM name displayed in the synchronization direction and company selection screens changes according to the CRM you select.
Contact information can be reviewed under:PeopleThe People page displays the contacts available in your Sellora AI workspace, including contact details such as name, job title, company, email address, and phone number.If CRM integrations are connected, the connected CRM platforms are displayed at the top of the page.To synchronize contacts with a CRM:
1.
Select Sync with CRM.
2.
The Sync contacts window opens.
3.
Select the CRM you want to synchronize with.Depending on the integrations connected to your workspace, available options may include:
HubSpot CRM
Salesforce
4.
After selecting the CRM, choose the required synchronization direction.
Two synchronization directions are available:
Sellora → CRM — Push contacts from Sellora AI to the selected CRM.
CRM → Sellora — Pull contacts from the selected CRM into Sellora AI.
For example, when HubSpot CRM is selected:
Sellora → HubSpot pushes Sellora contacts to HubSpot CRM.
HubSpot → Sellora pulls contacts from HubSpot CRM into Sellora AI.
After selecting the synchronization direction, the Select contacts screen displays the contacts available for synchronization.You can:
Search for a contact by name or email.
Select individual contacts using the checkbox beside each contact.
Use Select all to select all eligible contacts.
Review the number of contacts currently selected.
Review the synchronization status or eligibility of each contact.
Depending on the contact, a status may be displayed beside the record:
Sync — The contact is available to be synchronized.
Ineligible — The contact is not eligible for synchronization and cannot be selected.
Select the required eligible contacts and then select Sync selected to begin the synchronization.The number displayed in the Sync selected button indicates how many contacts have been selected.
Note: The same synchronization process applies to all supported CRM integrations. The CRM name displayed in the synchronization direction and contact selection screens changes according to the CRM you select.
Note: CRM synchronization is available only for CRM platforms that have been connected to the Sellora AI workspace under Administration → Connected Tools.
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.
