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Set up the connection between Vainu and your CRM

Vainu's connector is great for saving your time on more important matters. The connection between Vainu and your CRM is easy to set up, and you can transfer company and contact information and activities to CRM. 

Why should I export information from Vainu to my CRM? πŸ€”

Maintaining a fresh and reliable CRM database isn't easy. By connecting Vainu to your CRM, you'll enrich the data in your CRM and gain access to relevant and actionable information on millions of companies. Moreover, you'll get all of that data in real-time. We all know how important it is to have enough opportunities in your CRM. We've built our integrations so that you can export the best-fit prospects from Vainu to your CRM with a few clicks and then continue your work following your own sales process

Connection requirements

To set up the integration 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 see the requirements of 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   Required permissions:
➑️ "Use API", "Add products", "Edit products", "Import items"
There is currently a technical limitation on Pipedrive API, which doesn't allow letters ÀâΓ₯ 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:

Setting up the connection πŸ›  

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. πŸš€

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. πŸ‘©πŸΌβ€πŸ’»