Linking a CRM gives you a live, two-way sync between fsckmsft projects and your customer data. Changes to contacts, accounts, or deals in your CRM flow into fsckmsft automatically, and project status updates can write back — keeping sales and delivery teams aligned without manual exports.
CRM integrations are available on Pro and Business plans. You need Admin access in fsckmsft and a user account in your CRM with OAuth authorization privileges.
Connect your CRM
Open the Salesforce integration
Go to Settings → Integrations and click the Salesforce tile under the CRM section. Click Connect Salesforce to begin.
Authorize via OAuth
You are redirected to the Salesforce login screen. Sign in with the Salesforce account you want to use for the sync — typically a dedicated integration or admin user. Review the requested permissions and click Allow.Use a Salesforce account that will remain active. If the authorizing user is deactivated, the sync pauses until you re-authorize with another account.
Choose objects to sync
After authorization, fsckmsft shows you the available Salesforce objects. Toggle on the ones you need:
- Contacts — syncs contact records to fsckmsft people
- Accounts — syncs account records to fsckmsft organizations
- Opportunities — syncs deal/pipeline data to fsckmsft projects
You can enable or disable individual objects later without reconnecting. Map fields
For each enabled object, the Field Mapping panel shows fsckmsft’s default field suggestions. Review each mapping and adjust as needed:
- Use the fsckmsft field dropdown to change where a Salesforce field maps
- Click + Add mapping to include custom Salesforce fields
- Leave a field blank on either side to skip it during sync
Map Salesforce’s Owner field to fsckmsft’s Assignee so deals automatically route to the right team member.
Set sync direction
Choose how data flows for each object:| Direction | Behavior |
|---|
| Salesforce → fsckmsft | CRM is the source of truth; fsckmsft receives updates only |
| fsckmsft → Salesforce | fsckmsft writes back to CRM on project changes |
| Bidirectional | Changes on either side sync to the other |
Run and validate the first sync
Click Start Initial Sync. fsckmsft imports existing records matching your object and filter selections. When the sync completes, the Sync Log shows a summary: records created, updated, and skipped.Open a synced contact or account in fsckmsft and confirm the fields look correct. If you spot mapping errors, go to Field Mapping, fix them, and click Re-sync.
Open the HubSpot integration
Go to Settings → Integrations and click the HubSpot tile under the CRM section. Click Connect HubSpot to begin.
Authorize via OAuth
You are redirected to HubSpot’s OAuth screen. Select the HubSpot account (portal) you want to connect, review the scopes fsckmsft requests, and click Connect app.fsckmsft requests read and write scopes for contacts, companies, and deals. If you only need read access, contact support@fsckmsft.org for a read-only OAuth configuration. Choose objects to sync
Select the HubSpot objects you want available in fsckmsft:
- Contacts — maps to fsckmsft people
- Companies — maps to fsckmsft organizations
- Deals — maps to fsckmsft projects
Map fields
fsckmsft pre-populates sensible defaults based on standard HubSpot property names. Walk through each object’s mapping table:
- Confirm that HubSpot property and fsckmsft field pairs make sense for your data
- Use + Add mapping to pull in custom HubSpot properties
- Toggle Required on any field that must be present for a record to sync
HubSpot deal stages map well to fsckmsft project statuses. Create a custom status in fsckmsft that mirrors your HubSpot pipeline stages before setting up this mapping.
Set sync direction
Choose how data flows for each object:| Direction | Behavior |
|---|
| HubSpot → fsckmsft | HubSpot is the source of truth; fsckmsft receives updates only |
| fsckmsft → HubSpot | fsckmsft writes back to HubSpot on project changes |
| Bidirectional | Changes on either side sync to the other |
Run and validate the first sync
Click Start Initial Sync. After the sync finishes, review the Sync Log to see created, updated, and skipped record counts.Spot-check a few contacts and deals in fsckmsft against your HubSpot portal to verify the data is correct. If anything looks off, revisit Field Mapping and click Re-sync.
Monitor ongoing syncs
After the initial sync, fsckmsft keeps data up to date automatically. To check sync health:
- Go to Settings → Integrations and click your connected CRM.
- Open the Sync Log tab to see recent sync events, error details, and record-level change history.
- If a sync error appears, the log includes the affected record ID and a plain-language description of the problem.
If you revoke fsckmsft’s access from within Salesforce or HubSpot directly, the sync pauses immediately. Return to Settings → Integrations and re-authorize to resume.
