> ## Documentation Index
> Fetch the complete documentation index at: https://docs.weya.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Integration Guide

> Step-by-step process to integrate, monitor, and configure data mapping for HubSpot and Zoho CRMs in Weya AI.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/weya-f85e708b/images/crm-integration-main.png" alt="CRM Integration Overview" />

### Overview

Integrate and monitor **HubSpot** or **Zoho CRM** within Weya AI to automate call tracking, sales synchronization, and customer relationship workflows.\
Both CRMs follow the same stepwise flow, where **you first integrate and monitor** the connection, and **mapping is configured later** by clicking **Configure**.

***

### 1. Access Integrations

1. Navigate to the **Integrations** tab from the sidebar.
2. Under **Available Integrations**, choose **HubSpot** or **Zoho CRM**.
3. Click **Connect** to begin the setup.

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### 2. Authenticate CRM Connection

<img src="https://mintlify.s3.us-west-1.amazonaws.com/weya-f85e708b/images/crm-auth.png" alt="CRM Authorization" />

When you click **Connect**, you’re redirected to the CRM authentication page.

* **HubSpot:** Log into your HubSpot account and approve access for Weya AI.
* **Zoho:** Sign in to Zoho CRM and authorize Weya AI API permissions.

Once authentication succeeds, the connection is securely established.

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### 3. Configure Credentials

<img src="https://mintlify.s3.us-west-1.amazonaws.com/weya-f85e708b/images/crm-config.png" alt="CRM Configuration" />

Next, configure your CRM details inside Weya AI:

* **Choose CRM:** HubSpot or Zoho
* **Region:** Choose (e.g., Asia or Europe)
* **Client ID** & **Client Secret:** Obtained from your CRM developer console
* **Redirect URL:** Auto-filled by Weya AI
* **Access Token / Refresh Token:** Paste generated tokens
* **Token Type:** Bearer
* **Expires In** (3600 seconds) and **Expires At** (expiry date)

Once all details are filled, click **Save** to finalize the integration.

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### 4. Monitor CRM Integration (Before Mapping)

<img src="https://mintlify.s3.us-west-1.amazonaws.com/weya-f85e708b/images/crm-active.png" alt="Active Integration" />

After saving credentials, go to **My Integrations** — your CRM will appear as **Active** if connected successfully.

From here, you can :

* Monitor integration health and token validity
* View active CRM connections
* Confirm real-time status (e.g., Active / Processing)

This monitoring step ensures your integration is live before moving to mapping.

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### 5. Click Configure to Map Data

<img src="https://mintlify.s3.us-west-1.amazonaws.com/weya-f85e708b/images/crm-mapping.png" alt="CRM Mapping" />

Once your CRM shows **Active**, click **Configure** to set up mapping for synced data.

#### Configuration Setup

* **Module Name:** Select what to sync — e.g., Contacts or Leads.
* **Unique Key:** Choose fields identifying unique records (Email, First Name).
* **Required Fields:** Define mandatory data points (Email, DOB).

#### Mapping Call Data

* Assign specific **Agents** to CRM modules.
* Choose which call details to sync:
  * Call Duration
  * Call Cost
  * Call Transcription
  * Call Recording

#### Sync Frequency

* Select how often data syncs between CRM and Weya AI:
  * **Realtime Sync**
  * **Every 3 hours**
  * **Once a day**

When mapping is complete, click **Save** to activate it.

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### 💡 Tips

* This flow is identical for both **HubSpot** and **Zoho CRM**.
* Always verify the CRM authorization before configuring mapping.
* Refresh expired tokens regularly to ensure continuous sync.
* You may reconfigure mapping anytime via the **Configure** button in **My Integrations**.

***

Once setup and mapping are done, Weya AI automatically synchronizes CRM data, logging call metrics, agent performance, and real-time updates across both CRMs.