Skip to main content

​
Overview

Cross-system linking connects the same customer across different integrations. For example, link a HubSpot company to a Salesforce account so data from both systems appears on a single customer profile.

​
How It Works

When you have multiple integrations connected (e.g., Salesforce as primary CRM and HubSpot for marketing), you can link records between them using ID fields that exist in both systems. Two linking modes:

​
Configuring Cross-System Linking

1

Go to Customer Object Settings

Navigate to Settings → Objects → Customers → Configuration tab
2

Scroll to Cross-System Linking

Expand the Advanced Settings section below the field mappings (available on the Customers object)
3

Select Secondary System

Choose which secondary integration you want to link (lists all connected integrations except your primary)
4

Choose Linking Mode

Select how the systems are linked:Primary has ID: Select the field in your primary system that contains the secondary system’s IDSecondary has ID: Select the field in your secondary system that contains the primary system’s ID
5

Save

Click Save. Records will be linked on the next sync.

​
Example

Setup: Salesforce (primary) and HubSpot (secondary) Scenario: Your HubSpot company records have a custom property called salesforce_account_id that stores the Salesforce Account ID. Configuration:
  1. Select HubSpot as secondary system
  2. Choose Secondary has ID
  3. Select salesforce_account_id from the HubSpot fields
  4. Save
Now when Quivly syncs, it matches HubSpot companies to Salesforce accounts using this ID field.

​
Status Indicators

Click Remove next to a linked integration to disable cross-system linking.