The connection between your CRM and is easy to set up. The initial setup is done by the Vainu account admin user, who also has admin-level rights in the CRM.
Connection requirements
To set up the connection between Vainu and your CRM, you need to have
- the integration included in your Vainu contract and
- the correct version and permissions in your CRM – you can find the requirements for each CRM below:
| CRM | Version | Permissions | Additional information |
| Dynamics | Dynamics 365 Sales (Cloud). Integration is not suitable for on-premise versions. | Permission to add data to Dynamics. Read-only rights are not enough. | |
| HubSpot | HubSpot Sales (not compatible with HubSpot Marketing) | Permission to Edit Property Settings in HubSpot while connecting the integration | Make sure you are assigned to a Team, and you have access to HubSpot Sales. How to create & Edit Teams in HubSpot. |
| Pipedrive | Any | Required permissions: Use API, Add products, Edit products, Import items |
There is currently a technical limitation on Pipedrive API, which doesn't allow letters äöå to be transferred through the API. Please remove these from your password. ❗️ |
| Salesforce | Salesforce Editions with API Access | Permission to add data to Salesforce (read-only rights are not enough) Access to Salesforce REST API |
Check which Salesforce editions contain API access: https://help.salesforce.com/articleView?id=000326486&type=1&mode=1 |
Setting up the connection 🛠
Vainu Account Admin does the initial set-up:
❗️ Before setting up the connection, make sure that you have:
- Integration included in your Vainu license.
- Admin rights in Vainu. Let us know in the chat if you are unsure who is the Vainu account admin in your organization.
- A valid CRM license.
- Admin rights in your CRM.
Connect your CRM account
Every Vainu user has to create the connection between Vainu and the CRM following these instructions:
- Click on the Settings icon on the left panel and choose Integrations.
- Click on Connect under the right CRM icon and follow the instructions.
- Login to your CRM and grant Vainu permission to access the CRM information.
After the initial set-up, Vainu account admin can proceed to Company matching.
Other users can start using the integration right after the initial set-up and company matching steps are done. Read more here.
Should you have any questions or concerns about Vainu or matching companies, please chat with us or email support@vainu.io.