Enterprise integration readiness

CRM Sync Control Center

Start the HubSpot, Salesforce, and nCino bidirectional sync work here: credentials, field mapping, stage ownership, and audit posture are visible before a bank connects production CRM data.

Configure settings Vendor-risk packet
Supported CRMs
6
Connected
0
Sync direction
Bidirectional

HubSpotNeeds credentials

Best for Growth-tier banks using a commercial pipeline in HubSpot.

Objects
Company, Contact, Deal
Scopes
crm.objects.companies.write, crm.objects.contacts.write, crm.schemas.companies.read
Direction
bidirectional
Last sync
Not run
Sync must preserve source proof, suppression state, export audit, and banker ownership on every pushed record.
Start connection

SalesforceNeeds credentials

Supports standard Salesforce Sales Cloud mappings and nCino-hosted bank environments.

Objects
Lead, Account, Opportunity, Task
Scopes
api, refresh_token, offline_access
Direction
bidirectional
Last sync
Not run
Sync must preserve source proof, suppression state, export audit, and banker ownership on every pushed record.
Start connection

nCinoNeeds credentials

nCino runs on Salesforce; mappings must be reviewed with the bank's admin before scheduled sync.

Objects
Account, Relationship, Product Package, Task
Scopes
api, refresh_token, offline_access
Direction
bidirectional
Last sync
Not run
Sync must preserve source proof, suppression state, export audit, and banker ownership on every pushed record.
Start connection

Procurement Readiness

Field mapping is visible before data moves.
Bidirectional stage updates must write audit logs.
Suppressed leads cannot be synced by default.
Account-opened outcomes feed ROI attribution.
CRM credentials stay server-side only.
Every sync run should be reportable to vendor risk.