---
title: CRM Integration Setup
description: "## **Overview** Sync DigiCase with your CRM (Salesforce, HubSpot, Zoho, etc.) to ensure cases and customer data flow seamlessly. --- ## Step 1: Enable CRM Connector 1. Go to **Integrations → CRM** in Admin Panel. 2. Select your CRM from the list.…"
url: "https://digicase.io/docs/crm-integration-setup/"
updated: "2025-08-23"
category: 🔗 Integrations
---

# CRM Integration Setup

## **Overview**

Sync DigiCase with your CRM (Salesforce, HubSpot, Zoho, etc.) to ensure cases and customer data flow seamlessly.

---

## Step 1: Enable CRM Connector

1. Go to **Integrations → CRM** in Admin Panel.
2. Select your CRM from the list.
3. Enter CRM credentials (API key or OAuth).

---

## Step 2: Define Data Sync Rules

- **Customer data:** Sync contact details between DigiCase and CRM.
- **Cases:**
  - New case in DigiCase → logged as a ticket in CRM.
  - Case status updates → reflected in CRM timeline.

---

## Step 3: Test the Connection

- Create a sample case in DigiCase.
- Verify it appears in the CRM with correct metadata.

✅ **Tip:** Use **field mapping** to ensure consistency (e.g., “Case Priority” in DigiCase → “Urgency” in CRM).