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CRM (Salesforce, HubSpot, Pipedrive, …)

Communication · merge_link · Daily

Unified CRM integration via Merge.dev. One connector reaches 25+ CRM platforms. Pulls active customer-account count and contact-count for ISO 27001 A.5.32 (privacy / data minimization) + customer-data-scope evidence in vendor questionnaires.

Authentication
merge_link
Sync cadence
Daily
Stale threshold
Every 2 days
Category
Communication

Evidence this connector produces

Every sync writes typed evidence rows linked to the controls below. Evidence is immutable once attached to an approved assessment, fingerprinted for de-dup, and surfaced in the control coverage calculation on your dashboard.

ISO 27001 A.5.32

How to connect

Click Connect to launch Merge Magic Link. Pick your CRM, sign in, authorize read-only access.

  1. 1
    Pick your CRM in Merge Link

    Salesforce, HubSpot, Pipedrive, Close, Copper, Zoho CRM, Microsoft Dynamics, NetSuite CRM, SugarCRM, and more.

  2. 2
    Authorize read-only access

    Merge handles the provider's OAuth flow. We never see your raw credentials.

  3. 3
    First sync runs immediately

    Pulls aggregate counts only — no contact-level data leaves your CRM. Daily syncs thereafter.

Security model

Every connector ships behind the same auditor-grade primitives — not just RBAC config, but architectural enforcement.

Credentials KMS-encrypted at rest

Tokens, client secrets, and service-account keys are encrypted under a per-tenant AWS KMS data key. The plaintext is never persisted, never logged, and never leaves the FastAPI process boundary.

Tenant-isolated by architecture

Every Connection, ConnectorRun, and emitted Evidence row carries an organization ObjectId. The scheduler never iterates without an org-scoped filter; cross-tenant evidence bleed is impossible at the data layer.

Audit log on every action

Connect, sync, sync-failure, re-auth, and revoke each write a row to the immutable AuditLog. The full lifecycle is reconstructable for any examiner.

Soft-delete on revoke

Revoking a connection sets deletedAt and clears the encrypted credential blob, but the historical evidence + sync log stays queryable for the retention window. Auditors can still trace what was attested when.

Stale-evidence degradation

If this connector hasn't synced in Every 2 days, control coverage degrades automatically and an alert fires. Auditors don't trust stale evidence — neither do we.

Least-privilege scopes only

We request the minimum read-only scopes needed for the listed evidence. No write scopes, no admin scopes, no scopes outside the documented set.

Ready to connect CRM (Salesforce, HubSpot, Pipedrive, …)?

Connect from Settings → Integrations — typically under 5 minutes. Or talk to us first.

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