nReach's Native Salesforce & HubSpot Integration

nReach's Native Salesforce & HubSpot Integration

Introduction

nReach integrates with Salesforce and HubSpot to bring all business-related Telegram activity - group messages, DMs, campaigns - directly into your CRM. Beyond conversations, it syncs enrichment data such as company funding, team engagement and last activity, TVL, ownership, and more, while also adding contact details from Telegram, X, and LinkedIn. All of this flows into the CRM as the single source of truth, creating a holistic customer, lead, and prospect view. The integration provides two main advantages: clear visibility of Telegram engagements in the CRM and flexible automation of data flows. As a result, teams stay aligned on leads, customers, and ongoing conversations - ensuring everyone from sales to marketing to customer success works with the same, reliable information.


Connection Method

When a CRM account is connected to nReach, the integration uses the OAuth 2.0 protocol. This is the same authentication framework used by enterprises worldwide, ensuring that only authorized users can approve access. The process requires administrator consent, meaning organizations retain complete control over who can establish integrations. From a business perspective, this balances IT oversight with user flexibility, allowing integrations without custom development.


Data Synchronization & Workflows

The integration provides two major advantages: visibility of Telegram conversations inside the CRM and the ability to automate how data flows across systems.

  • Exports into CRM: Conversations and campaign data from nReach can be exported into Salesforce or HubSpot, either manually or through automation, ensuring customer records are enriched with real interaction data. This means a sales representative looking at a lead can see not just email and call history, but also Telegram messages relevant to that contact.
  • Automated Workflows: Instead of relying on manual exports, admins can configure workflows that continuously sync information. This reduces the risk of human error and guarantees that the CRM always contains the latest engagement insights.
  • Import Considerations: Imports are a daily part of the integration, pulling data both from Telegram into nReach and from the CRM (Salesforce or HubSpot) into nReach, to keep records in sync. Exports usually run nightly by default, but organizations can adjust the frequency depending on preferences and data volume.

The outcome is a CRM enriched with new, actionable data that teams can trust.


Field Mapping Strategy

Field mapping allows organizations to decide which system should be treated as the authoritative source of truth for specific data points, and which fields they want to connect. It also enables completion of missing data in either system, creating the most complete database, since sometimes the more accurate information resides in nReach and sometimes in the CRM. For example:

Company Level

  • Account Name → Name (source of truth: nReach)
  • Website → Website (source of truth: CRM)

Contact Level

  • Full Name → Name (source: nReach)
  • Email → Email (source: CRM)
  • Title → Title (source: nReach)
  • Telegram Handle → Telegram (source: nReach)

Rather than being a technical detail, mapping is a governance tool. It ensures that duplicates are minimized, data remains consistent, and each team trusts the integrity of the records they are working with. Companies can decide where information in nReach or the CRM should be the final source of truth, and where missing fields should be completed from the other system. Customization of mappings allows organizations to tailor the integration to their specific data management policies.


Monitoring & Governance

nReach provides more than just a “switch on and forget” integration. Organizations benefit from:

  • Administrative Oversight: Admins have full control over whether workflows are active, when and how, granting the ability to pause data flows in sensitive periods or reconfigure them during system updates.
  • Transparency: Every synced message and record can be traced, ensuring compliance and audibility.
  • Activity Views: The integration allows creation of CRM views based on last activity, combining both CRM and Telegram engagement data for a clear picture of team interactions.

These features give organizations assurance that the integration not only works technically but is also accountable and reliable in a business context.


Security & Compliance Implications

The connection method and authentication approach are also central to security. By using OAuth 2.0 and avoiding password storage, nReach reduces risk exposure and ensures integrations meet enterprise security standards.

Additional security practices include:

  • Token Management: Sensitive tokens are stored and rotated securely, eliminating the risk of exposing raw credentials. This matters because tokens act as keys to your data, and secure management keeps integrations safe from theft while ensuring they continue to work smoothly.
  • SOC 2 Compliance: Independent auditors confirm that nReach follows rigorous practices covering security, availability, confidentiality, and privacy. SOC 2 is a recognized industry standard, and achieving it means customers can trust that controls are not only documented but tested and effective in practice.
  • GDPR Adherence: Data is processed lawfully and transparently under GDPR, the EU’s global privacy standard that applies worldwide, respecting individual privacy rights. GDPR is the European Union’s strict data protection regulation, and compliance ensures that user consent, data minimization, and deletion rights are all embedded in our processes, protecting both individuals and organizations regardless of location.

For customers, these measures mean that adopting the integration does not introduce compliance risks - it extends the CRM’s data strategy with controls intact.


Strategic Value

The integration should not be viewed only as a technical connector but as an enabler of better business processes. By embedding Telegram engagements and enriched data into Salesforce or HubSpot:

  • Sales teams gain a more complete picture of customer and lead engagement.
  • Marketing teams can analyze multi-channel performance without losing Telegram insights.
  • Leadership benefits from unified reporting that informs strategic decisions.

Ultimately, nReach ensures that the data locked in Telegram conversations and enrichment records becomes part of the broader CRM ecosystem, turning an isolated channel into an integrated growth driver.


Additional Tips

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