Integrating Twirly AI with Your CRM: A Complete Tutorial

A unified sales and marketing tech stack boosts efficiency. By integrating Twirly AI with your CRM—be it Salesforce, HubSpot, or others—you ensure your email outreach is personalized, data-driven, and synchronized. Follow this end-to-end tutorial.

Preparing Your CRM for Integration

Generating API Keys

• In Salesforce: Setup → API → Generate Key.

• In HubSpot: Settings → Integrations → API Key.

Defining Permission Scopes

• Grant read/write access for contacts and custom objects.

Connecting Twirly AI to Your CRM

Pasting API Keys in Twirly Settings

1. Navigate to Settings → Integrations in Twirly AI.

2. Paste the API key and click Connect.

Verifying Connection Status

• The status indicator turns green when successful.

Mapping Custom Fields

Syncing Standard Fields

• Map first_name, last_name, email under Field Mapping.

Handling Custom Objects

• Use Advanced Mapping for tags like lead_source or deal_stage.

Two-Way Data Sync Configuration

Lead Creation vs. Update Rules

• Choose whether new Twirly contacts create CRM leads, or update existing ones.

Conflict Resolution and Deduplication

• Enable fuzzy matching to avoid duplicates.

Testing & Troubleshooting

Sample Record Sync Tests

• Create a test contact in Twirly and verify in CRM.

Common Errors and Fixes

• 401 Unauthorized: Check API key validity.

• Field Mismatch: Ensure field types align.

Next Steps: Complete your CRM integration to unlock personalized, automated outreach using Twirly AI and your customer data.