Njord DOE Integrations

Browse all integration guides

• HubSpot Integration

  Connect DOE with HubSpot and follow focused guides for setup, matching, sync, imports, exports, troubleshooting, and removal.

• Before You Connect

  Confirm the DOE workspace, HubSpot account, connection owner, verified email, permissions, and data direction before connecting HubSpot.

• Connect HubSpot

  Connect HubSpot from Settings > Integrations, authorize the correct HubSpot account, and continue into DOE's guided setup.

• First-Time Setup

  Complete HubSpot matching, review unmatched records, confirm safe links, and recover from long-running, stale, or conflicting setup results.

• Read Connection Status

  Read HubSpot connection, re-authentication, sync, mapping, and uninstall states and learn the correct next action for each one.

• HubSpot App Dashboard

  Confirm that the Njord DOE app is installed in the correct HubSpot account and review the permissions granted to it.

• How Matching Works

  Learn how DOE safely matches accounts by domain and stakeholders by email, and what to do when a match is missing or ambiguous.

• Bidirectional Sync And Fields

  Review which account and stakeholder fields move between DOE and HubSpot, their direction, and why an update may take time.

• HubSpot orange dot in CRM rows

  Understand the orange HubSpot indicator, select rows reliably, and recognize why already-mapped rows cannot be selected again.

• DOE Custom Properties

  Add DOE media properties to HubSpot record views, lists, reports, dashboards, and workflows, and troubleshoot empty values.

• DOE Cards In HubSpot

  Add the DOE Card to HubSpot company and contact sidebars and troubleshoot missing cards, mappings, and media values.

• Import Accounts From HubSpot

  Import selected HubSpot companies into DOE, follow background progress, and resolve mapped, duplicate, missing-domain, or skipped rows.

• Import Stakeholders From HubSpot

  Import HubSpot contacts into a mapped DOE account and resolve email-less contacts, duplicate emails, existing mappings, and skipped rows.

• Export To HubSpot

  Export DOE accounts and stakeholders to HubSpot and understand created, linked, already-mapped, warning, and skipped results.

• Connect Existing Records

  Connect existing DOE records to existing HubSpot records and resolve active mappings, duplicate links, and stakeholder conflicts.

• Disconnect Records

  Remove an incorrect DOE-to-HubSpot record mapping without deleting business records, then reconnect it explicitly when needed.

• HubSpot troubleshooting and FAQ

  Fix common HubSpot connection, matching, import, export, sync, ownership, record-link, and uninstall problems in DOE.

• Uninstall HubSpot

  Uninstall HubSpot safely, understand background cleanup, and recover when removal is already running, delayed, or unsuccessful.

• Salesforce Integration

  Use the Salesforce integration when your team wants DOE accounts and stakeholders to stay connected with Salesforce Accounts and Contacts.

• Before you connect Salesforce

  Confirm Salesforce admin access, package prerequisites, OAuth lane alignment, and rollout order before connecting DOE.

• Install the Salesforce package

  Install or upgrade the DOE Salesforce package before OAuth so widgets, managed fields, and app metadata are available.

• Connect Salesforce

  Connect Salesforce from DOE using Salesforce OAuth with PKCE and verify the correct org, owner, media sync, and polling state.

• First-Time Setup

  After the first successful connection, DOE opens a guided setup flow for Salesforce mapping, record creation, match confirmation, field mapping, and DOE widgets and fields.

• Read Connection Status

  Open Settings > Integrations and read the Salesforce card. Select View Details for the full status panel.

• How Salesforce matching works

  Learn how Salesforce Account and Contact matching uses domains, parent-local email hints, safe proposals, and manual mapping.

• Map And Sync Records

  Review Salesforce field mapping, sync direction, mapped-record rules, and related DOE fields and widgets.

• Salesforce blue dot and row selection

  Understand the blue Salesforce dot in CRM rows, and how it differs from selection checkboxes.

• Salesforce polling and inbound sync

  Understand Salesforce polling, inbound profile sync, cursor health, deleted-record reconciliation, and stale polling checks.

• DOE Widgets And Fields

  Add DOE fields and widgets to Salesforce Account and Contact layouts so users can see media insight and links back to DOE.

• Import Accounts From Salesforce

  Import selected Salesforce Accounts into DOE, understand row selection and results, and resolve missing domains, duplicates, or existing mappings.

• Import Stakeholders From Salesforce

  Import Salesforce Contacts into a mapped DOE account, choose the correct entry point, and resolve missing emails, duplicates, or unsafe matches.

• Export To Salesforce

  Export DOE accounts and stakeholders to Salesforce, review created or linked records, and resolve validation, permission, or matching issues.

• Connect existing Salesforce records

  Connect existing DOE and Salesforce records, use automatic stakeholder matching after account mapping, and resolve unsafe or ambiguous matches manually.

• Disconnect Salesforce record mappings

  Disconnect incorrect Salesforce Account or Contact mappings without deleting either DOE or Salesforce business records.

• Salesforce security review

  Review Salesforce security boundaries, OAuth credential handling, owner-only actions, package control, and customer responsibilities.

• Disconnect Salesforce integration

  Disconnect the backend Salesforce integration from DOE while understanding what remains installed in Salesforce.

• Salesforce FAQ

  Get quick answers about Salesforce package install, OAuth connection, disconnect, polling, validation rules, and mapped records.