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

# Cross-System Linking

> Link customers across multiple integrations

## 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:**

| Mode                 | Use when                                                                                         |
| -------------------- | ------------------------------------------------------------------------------------------------ |
| **Primary has ID**   | Your primary system stores the secondary system's ID (e.g., Salesforce has a "HubSpot ID" field) |
| **Secondary has ID** | Your secondary system stores the primary system's ID (e.g., HubSpot has a "Salesforce ID" field) |

***

## Configuring Cross-System Linking

<Steps>
  <Step title="Go to Customer Object Settings">
    Navigate to **Settings** → **Objects** → **Customers** → **Configuration** tab
  </Step>

  <Step title="Scroll to Cross-System Linking">
    Expand the **Advanced Settings** section below the field mappings (available on the Customers object)
  </Step>

  <Step title="Select Secondary System">
    Choose which secondary integration you want to link (lists all connected integrations except your primary)
  </Step>

  <Step title="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 ID

    **Secondary has ID:** Select the field in your secondary system that contains the primary system's ID
  </Step>

  <Step title="Save">
    Click **Save**. Records will be linked on the next sync.
  </Step>
</Steps>

***

## 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

| Status         | Meaning                                    |
| -------------- | ------------------------------------------ |
| **Linked**     | Cross-system linking is configured         |
| **Not linked** | No linking configured for this integration |

***

## Removing a Link

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