Integrate Inven with your CRM

Connect your CRM with Inven to:

• See which companies in Inven search results already exist in your CRM

• Exclude overlaps in one click to focus on new, untapped opportunities

• Export companies and contacts from Inven directly to your CRM*

*Direct CRM export is not supported for DealCloud.

Learn how to set up your CRM connection with Inven:

Click to jump to section ⬇️

1. Video tutorials to connect and use Inven with:

1. 1. Hubspot, Salesforce, Navatar
   2. Affinity
   3. DealCloud
2. Written guides (for all CRMs)
   
   

Hubspot, Salesforce, or Navatar

Watch this video to learn how to set up and use the CRM integration. HubSpot is used for illustration in the video, but the setup steps are similar for Salesforce and Navatar.

Or, follow these simple steps to connect:

1. Navigate to the bottom left corner in Inven and click on your profile Settings.
2. Ensure you've logged into your CRM in another tab.
3. Look for the your CRM logo and click on it
4. Proceed to accept the integration request on your CRM. 
5. Once accepted, click on "refresh data" in Inven to sync companies in your CRM.
6. You're all set. Now, every company that is also in your CRM will be marked with a your CRM logo.

Salesforce permissions & OAuth scopes

The Inven integration does not require permission to modify the Salesforce instance itself. It acts on behalf of the connecting user to read and write accounts, contacts, leads, and their associated fields — using that user's existing Salesforce permissions.

When a user connects to Inven with Salesforce, these OAuth scopes are requested:

Affinity

Watch this quick video to learn how to set up and use this CRM integration:

With the Inven-Affinity integration, you can:

• See which companies already exist in Affinity in your Inven search results
• Filter out overlaps in one click to focus on new, untapped opportunities
• Export companies and contacts with rich data from Inven to Affinity

Set up the integration with these simple steps:

1. Go to Settings → CRM integrations → Affinity
2. Enter your Affinity API key
   • You can get this from Affinity, or ask your organization’s Affinity admin
3. Click Save! Syncing will start automatically.
4. Configure what Inven columns to include in exports to Affinity.

DealCloud

This integration lets you sync company data from DealCloud into Inven through your own API — helping you quickly identify new, untapped opportunities.

You can now exclude companies that already exist in your CRM with just one click. This makes it easier to find fresh opportunities your team hasn’t engaged with before.

The DealCloud integration can be found via your Settings > Click on DealCloud > add your DealCloud credentials:

How the integration helps you:

• One-way integration: Data flows from DealCloud to Inven, allowing Inven to recognize which companies already exist in your CRM.
• Smarter search: Exclude companies already in your CRM with one click and instantly get a list of new, untapped opportunities.
• Guided setup: Our Customer Success team can help you get started.

Using the integrations

This guide uses HubSpot for illustration, but the same workflows apply to other supported CRMs too.

Connect to your CRM

1. Navigate to the bottom left corner in Inven and click on your profile Settings.
2. Ensure you've logged into your CRM in another tab.
3. Look for the your CRM logo and click on it
4. Accept the integration request on your CRM, or enter your CRM's API Key if prompted
5. Click on "refresh data" to start syncing.
6. That's it! Now, every company that's found in your CRM will be marked with the CRM's logo in Inven's search results. 

Export Companies and Contacts to your CRM

• Export companies directly to your CRM as a list or as individual contacts.
• Choose whether to export companies or contact details.
  

• Select or create a list within your CRM to export your data.