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The CRM connector feeds revenue pipeline and ARR events from Salesforce or HubSpot into Novaplan’s revenue model. Pipeline opportunities drive the forecast, and ARR movement events (new, expansion, contraction, churn) become the revenue actuals that reconcile against your plan.

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Set up the sync

1

Connect your CRM

In Admin -> Integrations, authorize Salesforce or HubSpot with your CRM credentials.
2

Choose the domain

Decide whether the feed populates pipeline, ARR actuals, or both. Routing per domain keeps this explicit so the right CRM data lands in the right place.
3

Map fields and stages

Map CRM fields onto Novaplan’s canonical pipeline and ARR fields, and map CRM stages onto your canonical stages. Nova can suggest a mapping you review before saving.
4

Reconcile accounts

Confirm that CRM accounts reconcile to canonical accounts by ID, so a renamed customer stays one account.
5

Run the first sync

Run the sync and confirm in Pipelines that opportunities and events landed and curated.

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Field mapping

Canonical fieldTypical CRM source
AccountThe CRM account, reconciled to a canonical account
StageThe opportunity stage, mapped to a canonical stage
AmountThe opportunity or contract amount
Expected closeThe close or go-live date
OwnerThe opportunity owner
SegmentCustomer segment, where present
ARR deltaThe ARR change for an actual movement event
Movement componentNew, expansion, contraction, or churn
Pipeline stages carry weights so a forecast can probability-weight open opportunities, separate from realized ARR movement. The two are distinct axes and both can be meaningful on one account.

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Common questions

Yes. Routing decides which source feeds each domain, so you can pull pipeline from the CRM and ARR actuals from a warehouse, or the reverse, with priority breaking ties.
Confirm its stage is mapped to a canonical stage and its account reconciled to a canonical account, then re-run the sync.

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Troubleshooting

  • Sync fails to authorize: the CRM credential has expired or rotated. Re-authorize in Admin -> Integrations.
  • Stages do not roll up: an unmapped CRM stage will not roll up. Add the stage mapping in Dimensions.
  • An account appears twice: two CRM account names are reconciling to two IDs. Map both onto one canonical account.
  • ARR amounts look masked: customer-linked revenue amounts are sensitive fields. See Permissions.