Fin Sales Agent can connect to your CRM so it can qualify leads more accurately, personalize conversations, and send high-value opportunities to your sales team. By setting up CRM data connectors, Fin can automatically retrieve lead or contact information during conversations, helping it make better qualification and routing decisions.
Salesforce data connectors
Get Salesforce Lead Record
Use this connector to retrieve existing Lead or Contact records from Salesforce during a Fin Sales Agent conversation. This enables Fin to check whether a prospect already exists in your CRM and use details such as company size, industry, lifecycle stage, or intent notes to support qualification.
Note: This connector retrieves data only. Any updates such as creating or modifying CRM records must be configured separately in your Fin workflow after qualification.
Common use cases
Use this connector to:
Identify existing leads or contacts before routing
Provide Fin with enriched qualification context
Reduce duplicate lead creation
Personalize responses based on Salesforce attributes
Basic template to set up
This is a real working example that fetches lead information from Salesforce using the email address.
Name: Get Salesforce Lead Record
When to use: Retrieve Salesforce lead or contact details such as lead status, company name, industry, employee count, and owner assignment to support qualification and routing.
Audience: Leads and Visitors (or Fin audiences based on your rollout preferences).
HTTP Method: GET
URL:
https://{your-instance}.my.salesforce.com/services/data/v60.0/query?q=SELECT+Id,FirstName,LastName,Email+FROM+Lead+WHERE+Email='{{email}}'Response Fields Available:
records[0].Id - Salesforce Lead ID
records[0].FirstName - Lead's first name
records[0].LastName - Lead's last name
records[0].Email - Lead's email address
Test response: Provide an example JSON response containing typical Salesforce fields.
Data access & transformation: Allow Fin to read the fields it needs for qualification, or restrict access if needed.
HubSpot data connectors
Get HubSpot Contact
Use this connector to look up CRM contact details in HubSpot, allowing Fin Sales Agent to access lifecycle stage, lead score, company attributes, past engagement, and other profile information. This helps Fin determine whether a lead is new or existing and adjust messaging or routing accordingly.
Note: This connector retrieves data only. Any updates such as creating or modifying CRM records must be configured separately in your Fin workflow after qualification.
Common use cases
Use this connector to:
Identify returning leads
Pull HubSpot enrichment data into SDR qualification
Support personalized responses
Improve routing accuracy using lifecycle or lead score
Basic template to set up
This is a real working example that fetches contact information from Hubspot using the email address.
Name: Get HubSpot Contact
When to use: Fetch contact information from HubSpot by email such as lifecycle stage, company details, lead score, and engagement data to support qualification and routing.
Audience: Leads and Visitors (or Fin audiences based on your rollout preferences).
HTTP Method: GET
URL:
https://api.hubapi.com/crm/v3/objects/contacts/{{email}}?idProperty=email&properties=firstname,lastname,email,phone,company,lifecyclestageResponse Fields Available:
properties.firstname - Contact's first name
properties.lastname - Contact's last name
properties.email - Contact's email
properties.phone - Contact's phone
properties.company - Company name
properties.lifecyclestage - Lifecycle stage (subscriber, lead, customer, etc.)
Test response: Provide a JSON example of common HubSpot contact properties.
Data access & transformation: Optionally simplify or rename fields for clarity (e.g., map company objects to “companyName”).
Note: Both Salesforce and HubSpot require setting up a custom data connector. For full instructions, including screenshots and examples, see How to set up data connectors.
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