> ## Documentation Index
> Fetch the complete documentation index at: https://docs.11x.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Integrating your CRM with Mike
> Learn how to connect Mike with Salesforce, HubSpot, and Zoho CRM systems
## Tutorial Videos
### Agent Settings
### Mapping
### Salesforce-specific Instructions (Optional)
## How it Works
Mike can connect to Salesforce, HubSpot, and Zoho to:
* Schedule calls
* Update your CRM after the call is completed
## Agent Settings
To find this: Go to the desired agent > Go to the `Workflows` tab > Click `Workflow Settings`
Configure the settings for the correct CRM object by:
* Navigating to the correct CRM provider tab
* Selecting the correct object/record type
* Toggling on `schedule` or `push`
* Keep in mind, Mike can only push calls scheduled from your CRM to your CRM
### Schedule
* `Agent Identifier` — This is a unique text string to identify each Mike agent. You set this yourself. This must match the appropriate record in your CRM for the call to get scheduled.
* Instant Scheduling — Toggle this off if you want to initiate calls outside of your agent's scheduling window. This is useful if your CRM is directly connected to a form on your website and you want to instantly reach prospects the moment they express interest in your product or service
* Deduplicate — This prevents multiple calls to the same phone number
* Deduplication Time Buffer — This allows your Mike agent to reach out to prospects that have already been called if the request comes in after the specified time has elapsed
### Push
Toggling this on is required to create a new `Call` object associated to the prospect each time a call is completed. It also allows you to write Extracted Data to the object (Contact or Lead)
* Activity Description Content — This will include these properties in the notes section of the created `Call` object
## Connecting your CRM
The connection is powered by Ampersand via a secure OAuth connection.
In order to connect to your CRM, you must:
1. Ensure that the CRM user account you will be connecting has permission to read and write from the objects representing your prospects.
* Some users prefer to create a Mike user in their CRM. This allows all activity pushed to your CRM to correctly reflect that it was performed by Mike
2. Log in to your CRM and Mike on the same browser
3. Navigate to the [integrations tab](https://mike.11x.ai/integration-settings)
4. Click `Add` on the CRM you want to connect
5. A modal will pop up prompting you to setup the connection
* What about Salesforce?
* The subdomain is the text before `*.my.salesforce.com` or `*.lightning.salesforce.com`
* More information [here](https://help.salesforce.com/s/articleView?id=xcloud.domain_name_overview.htm\&type=5)
6. Clicking `Next` will pop open a new browser window to initiate the connection. Follow the steps and it will return you to the Mike window once you're done
7. You're done!
## Mapping Fields
This works the same across all integrations. This demonstration shows HubSpot only.
You need to map your CRM fields to 11x fields. There are 2 types of fields:
1. Required Fields
* `Agent Identifier`
* This is how each Mike agent knows which contacts or lead objects to contact.
* Field type: We recommend a freeform text field or dropdown/picklist.
* `Phone Number`
* Map the field containing the primary phone number for the prospect.
* IMPORTANT: The phone number must be in [E.164 format](https://www.twilio.com/docs/glossary/what-e164).
* Mike agents can make calls to multiple countries and need to be able to route the calls correctly
2. Recommended fields
There are two types of recommended fields:
* Context Fields (Custom Input Variables) — used to pass context to the agent before the call starts. Examples are prospect name, email, business name, description, etc.
* Update Fields (Extracted Variables) — used to write back on to the object representing the prospect (Contact, Lead, etc). This includes `11x Call Status` as well as any other information you want to update on the object.
* This will be suffixed with `(*push)`
## Viewing Request History
Go to the [integrations tab](https://mike.11x.ai/integration-settings) > Click `View CRM Request Logs`
## Activating and Deactivating
### Disconnecting your CRM
* Click the Uninstall button to disconnect
* Alternatively, disable the app from within your CRM
### Toggle `schedule` and `push`
Regardless of the connection state, toggling these settings:
* `schedule`: prevents calls from being scheduled from your CRM
* `push`: prevents data from being written to your CRM
