What does each CRM setting do?

Last updated: October 9, 2026

The CRM settings control what N.Rich pulls from and pushes to your CRM. You find them in Settings (cog icon) > CRM, and the available settings differ for Salesforce and HubSpot.

Salesforce settings

Setting	What it does	Learn more
Automatically sync Salesforce CRM Data	Links N.Rich accounts to your Salesforce accounts and keeps CRM ID, name, country, domain, owner and created date in sync.	How does N.Rich link your CRM accounts to N.Rich accounts?
Pull campaigns from SFDC to N.Rich	Pulls your Salesforce campaigns so you can use them when creating campaigns in N.Rich.
Pull opportunity data from CRM to N.Rich	Brings your Salesforce opportunities into N.Rich for opportunity analytics, opportunity-based segments, ICP and CRM stages.	What do CRM stages mean? How do I import accounts into a segment?
Pull reports from CRM to N.Rich	Lets workflows sync accounts from Salesforce reports into segments.	Syncing Salesforce reports with N.Rich segments
Push account engagement data	Sends account engagement data to the N.Rich fields on your Salesforce accounts.	How to send engagement data to your CRM
Push account segment data to CRM	Sends which N.Rich segments each account belongs to into a custom object in Salesforce.	How to push segment membership to Salesforce
ABM data aggregation time frame	Sets the time period of engagement data that is pushed to your CRM. We recommend 90 days.	How to send engagement data to your CRM

HubSpot settings

Setting	What it does	Learn more
Automatically sync HubSpot CRM Data	Links N.Rich accounts to your HubSpot companies and keeps CRM ID, name, country, domain, owner and created date in sync.	How does N.Rich link your CRM accounts to N.Rich accounts?
Pull opportunity and events data from HubSpot	Brings your HubSpot deals into N.Rich for opportunity analytics, opportunity-based segments, ICP and CRM stages. It also brings in sales events used in Progression Analytics.	What do CRM stages mean? How do I import accounts into a segment?
Push account engagement data	Sends account engagement data to N.Rich company properties in HubSpot.	How to send engagement data to your CRM
ABM data aggregation time frame	Sets the time period of engagement data that is pushed to your CRM. We recommend 90 days.	How to send engagement data to your CRM
Account creation in HubSpot	Lets you create companies in HubSpot from an N.Rich segment.	How do I create N.Rich accounts in HubSpot from a segment?

Note: Click SAVE after changing any setting. Changes are not applied until you save.

Reset authentication

RESET AUTHENTICATION reconnects your CRM with a fresh connection and turns all toggles off. After reconnecting, turn your toggles back on and click SAVE.

What's next

Need help? Reach out to your Solutions Engineer via the chat in the bottom-left corner of the N.Rich platform, by email or Slack.