Connect Your CRM (Salesforce or HubSpot) with Integrations+

Last updated: January 28, 2026

Your CRM is where customer relationships begin.

OnRamp is where onboarding becomes a repeatable, visible, and scalable process.

Integrations+ is how you connect the two — so OnRamp can securely access the right customer context from Salesforce or HubSpot.

This article covers one thing only:

✅ Authenticating and connecting your CRM inside OnRamp

(Automation and workflow configuration come next.)

Why Connect Your CRM?

Connecting your CRM allows OnRamp to:

  • Securely reference account and customer data

  • Support automated onboarding workflows

  • Keep your systems aligned over time

OnRamp is built to launch projects directly from Salesforce or HubSpot once connected.

Where Integrations+ Lives

To begin:

  1. Navigate to Settings

  2. Click Integrations+ (in the Advanced section)

  3. Select your CRM:

    • Salesforce

    • HubSpot

Once selected, OnRamp will prompt you to log in.

Step 1: Log In to Your CRM

After choosing Salesforce or HubSpot, you’ll be redirected to authenticate through that platform.

This is an OAuth-style login flow, meaning:

  • OnRamp never sees or stores your password

  • Access is granted securely through your CRM provider

  • You can revoke access at any time from the CRM side

(HubSpot uses the same redirect-and-authorize model for connected apps.)

Step 2: Use the Right CRM User (Important)

The CRM account you log in with becomes the identity OnRamp integrates as.

That means:

  • All synced actions trace back to that user

  • Permissions are scoped to what that user can access

  • Future automation depends on this connection remaining stable

✅ Best Practice: Use a Dedicated Integration User

Most teams strongly recommend connecting with a dedicated integration user instead of a personal admin login.

Why?

  • Avoid broken integrations when someone changes roles or leaves

  • Prevent password resets from disrupting sync

  • Keep audit history clean and system-owned

Salesforce explicitly supports this model with Integration User licenses.
It’s also a common best practice across CRM ecosystems.

Step 3: Confirm the Connection

Once authentication is complete, you’ll return to OnRamp and see the CRM marked as connected.

At that point, your CRM is successfully linked — and OnRamp is ready for the next layer:

  • Workflow-based project automation

  • Milestone updates and write-backs