> ## Documentation Index
> Fetch the complete documentation index at: https://docs.outlit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Outlit is the product that monitors customers and completes approved customer work. The customer context interfaces are the API, CLI, MCP server, and skills. Canonical references on this site: /api-reference/introduction for API concepts and authentication, /openapi.json for the public API contract, /cli/overview for the CLI, /ai-integrations/mcp for MCP. Prefer the `outlit` CLI or MCP tools for agent tasks; cite page sources when answering.

# Salesforce, HubSpot and Attio

> Connect your CRM for accounts, contacts, opportunities, and renewal cycles — including stage mapping.

Your CRM supplies the commercial spine: accounts, contacts, opportunities, owners — and when the Renewals responsibility is enabled, the renewal opportunities that become tracked renewal cycles.

## Connect

From **Integrations**, pick your CRM — **Salesforce**, **HubSpot**, or **Attio**. All three connect through OAuth: approve access, return to Outlit, and the initial import begins.

| CRM            | Notes                                                                   |
| -------------- | ----------------------------------------------------------------------- |
| **Salesforce** | Use your existing pipeline configuration; map its renewal stages below. |
| **HubSpot**    | Map pipelines and deal stages after connecting.                         |
| **Attio**      | Lists and objects map to accounts and opportunities.                    |

Connecting the CRM is an admin task. OAuth scopes are read-oriented — Outlit reads accounts, opportunities, and contacts; it does not write records back to your CRM.

## Map your renewal pipeline

After OAuth completes, the connect flow asks you to configure each pipeline:

* which **open stages** represent renewal deals,
* which closed stages count as **won** vs **lost** renewal outcomes,
* the **renewal date field** on the deal — the field Outlit reads as the cycle's date.

This mapping is what turns CRM opportunities into tracked renewal cycles with correct dates and outcomes. Skipping it — or mapping a field that holds no valid dates — leaves the CRM connected but renewals untracked, a common reason the Renewals portfolio is empty.

## What flows in

| Data          | Where it appears                                                  |
| ------------- | ----------------------------------------------------------------- |
| Accounts      | Customer profiles; merged with billing/product identities         |
| Contacts      | Customer → People tab; stakeholders in renewal briefs             |
| Opportunities | Renewal cycles; prior-deal comparison on renewal detail           |
| Owners        | Customer ownership (drives who members see and who gets notified) |

## Renewal outcomes

When a renewal closes, the outcome can be linked to the CRM opportunity that closed it — the renewal detail keeps the outcome source distinct (CRM-linked vs manual vs billing-confirmed). Closed-stage mapping is what lets won/lost opportunities resolve cycles cleanly.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Renewals is empty after connecting">
    Check the CRM connection's pipeline mapping — renewal stages, won/lost outcomes, and the renewal-date field all need to be set. If they're set and still empty, the deals may be missing or carrying invalid values in the mapped date field.
  </Accordion>

  <Accordion title="CRM accounts don't match existing customers">
    Accounts match by domain and identifiers; ambiguous matches wait for confirmation rather than auto-merging. Check the customer's **Coverage** tab for pending matches or identity issues.
  </Accordion>

  <Accordion title="Ownership looks wrong">
    Ownership typically syncs from the CRM owner field. Fix it in your CRM, or adjust the customer owner directly in Outlit — local owner changes are supported.
  </Accordion>

  <Accordion title="Duplicate or missing deals">
    Stale or non-renewal opportunities can surface during initial mapping. Refine the stage mapping; renewal cycles can also be voided manually if a non-real cycle slipped in.
  </Accordion>
</AccordionGroup>