Integration & Connectivity
Connect HotCRM to external systems with pre-built connectors, custom webhooks, and AI-powered data sync.
Integration & Connectivity
Modern CRM doesn't exist in a vacuum. HotCRM's Integration Cloud connects your CRM data to the tools your business already uses — payment processors, e-signature platforms, communication tools, accounting systems, and more. With pre-built connectors, bi-directional sync, and AI-powered field mapping, integrations that used to take weeks are up and running in minutes.
Package Overview
The packages/integration package provides six core objects that power the integration engine:
| Object | Description |
|---|---|
| connector | Defines an external service integration (type, provider, auth method, endpoints) |
| connection | An active, authenticated connection to an external service |
| sync_config | Data synchronization rules between internal and external objects |
| webhook_subscription | Outbound webhook subscriptions for event-driven notifications |
| api_key | API key management with scopes, rate limits, and usage tracking |
| field_mapping | Reusable field mapping templates with transformation rules |
Pre-Built Connectors
HotCRM ships with 10 production-ready connectors covering the most common business integrations:
Payments & Billing
| Connector | Category | Use Case |
|---|---|---|
| Stripe | Payment Processing | Sync invoices, process payments, manage subscriptions |
| PayPal | Payment Processing | Accept payments, issue refunds, track transactions |
| QuickBooks | Accounting | Sync invoices, payments, and customer records to your accounting system |
Document & E-Signature
| Connector | Category | Use Case |
|---|---|---|
| DocuSign | E-Signature | Send contracts for signature, track signing status, store signed documents |
| Adobe Sign | E-Signature | Alternative e-signature workflow with Adobe ecosystem integration |
Communication & Collaboration
| Connector | Category | Use Case |
|---|---|---|
| Slack | Messaging | Post deal alerts, case updates, and approval notifications to channels |
| Microsoft Teams | Messaging | Send notifications and create adaptive cards for CRM events |
| Gmail | Sync emails, track opens, log communication history on records | |
| Outlook | Sync emails and calendar events with Microsoft 365 |
Professional Network
| Connector | Category | Use Case |
|---|---|---|
| Social | Enrich lead and contact profiles, import connections |
Connector Architecture
Each connector is defined as an action file following a consistent pattern:
packages/integration/src/connectors/
├── stripe.action.ts
├── docusign.action.ts
├── slack.action.ts
├── gmail.action.ts
├── teams.action.ts
├── paypal.action.ts
├── adobe_sign.action.ts
├── outlook.action.ts
├── quickbooks.action.ts
└── linkedin.action.tsConnectors support multiple authentication types:
| Auth Type | Description | Common Use |
|---|---|---|
| OAuth2 | Token-based with refresh flow | Slack, Gmail, LinkedIn, Microsoft Teams |
| API Key | Static key-based authentication | Stripe, PayPal |
| Basic | Username and password | Legacy systems |
| Token | Bearer token authentication | Custom REST APIs |
Data Synchronization
Sync Configuration
The sync_config object defines how data flows between HotCRM and external systems:
- Source & Target: Map internal objects (e.g.,
account) to external objects (e.g., Stripecustomer) - Direction: Control data flow —
inbound,outbound, orbidirectional - Frequency: Schedule sync intervals to match your business needs
- Field Mapping: Map individual fields between source and target objects
Sync Directions
| Direction | Description | Example |
|---|---|---|
| Inbound | External → HotCRM | Import Stripe payments as invoice records |
| Outbound | HotCRM → External | Push new contacts to Mailchimp audience |
| Bidirectional | Both directions | Keep accounts in sync between HotCRM and QuickBooks |
Conflict Resolution
When bidirectional sync encounters conflicting changes, the configured resolution strategy determines the outcome:
- Last Write Wins: The most recent change takes precedence
- Source Wins: The external system's value is kept
- Target Wins: The HotCRM value is kept
- Manual: Flag the conflict for human review
Webhook Management
Outbound webhooks notify external systems when events occur in HotCRM.
Webhook Subscription Fields
| Field | Description |
|---|---|
event_type | The CRM event that triggers the webhook (e.g., opportunity.won) |
target_url | The external endpoint to receive the notification |
secret | Shared secret for payload signature verification |
retry_policy | Retry strategy for failed deliveries |
max_retries | Maximum number of retry attempts |
filters | ObjectQL-style conditions to filter which records trigger the webhook |
last_triggered | Timestamp of the most recent delivery |
Retry Policies
Failed webhook deliveries are automatically retried with exponential backoff. The webhook_delivery object tracks each delivery attempt including status code, response body, and timing.
API Key Management
The api_key object provides secure management of inbound API access:
- Scopes: Granular permission control per key (e.g.,
read:contacts,write:opportunities) - Rate Limits: Configurable request limits per key
- Expiration: Automatic key rotation with expiry dates
- Usage Tracking: Monitor API consumption per key
AI-Powered Integration
Smart Field Mapping
When setting up a new sync configuration, the AI assistant analyzes source and target schemas to automatically suggest field mappings:
- Matches fields by name similarity, data type, and semantic meaning
- Suggests transformation rules for type mismatches (e.g., date format conversion)
- Learns from previously configured mappings to improve suggestions over time
Troubleshooting Assistant
The AI-powered connector_ai action helps diagnose and resolve integration issues:
- Analyzes sync logs to identify patterns in failures
- Suggests configuration changes to fix common errors
- Provides natural language explanations of error codes and API responses
Sync Intelligence
The sync_ai action provides proactive monitoring:
- Detects data quality issues before they propagate across systems
- Alerts on unusual sync patterns (e.g., sudden spike in failures)
- Recommends optimal sync frequency based on data change patterns
Cross-Cloud Integration Points
The Integration Cloud connects to every other HotCRM cloud:
| Cloud | Integration |
|---|---|
| Sales | Sync accounts and contacts to external CRM or ERP systems |
| Revenue | Push invoices to accounting, process payments via Stripe/PayPal |
| Service | Create Slack/Teams notifications for high-priority cases |
| Marketing | Sync campaign responses to marketing automation platforms |
| HR | Connect to HRIS systems for employee data synchronization |
Getting Started
- Browse Connectors: Review the pre-built connectors to see if your integration is already supported
- Create a Connection: Authenticate with the external service using the appropriate auth method
- Configure Sync: Set up sync rules, field mappings, and conflict resolution
- Set Up Webhooks: Configure event-driven notifications for real-time integrations
- Monitor: Use the sync dashboard and AI assistant to monitor integration health
For building custom connectors, see the Building Custom Connectors guide.