Current Handoff
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Live pipeline records available for CRM-safe CSV export through the authenticated pipeline workflow.
Direct CRM Sync
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Reviewing the current HubSpot connection status.
Enterprise API
Checking plan...
Reviewing current API access and authenticated account status.
CRM Integrations
Each card reflects the current production state. Live workflows link to existing pages. Unwired workflows remain visibly disabled.
Salesforce
Plan for account and opportunity handoff from MedDataUSA Pipeline once field mapping, auth, and sync controls are implemented in the backend.
StatusDirect sync not enabled
Available nowUse CRM-safe CSV export from Pipeline or Exports
Next dependencyOAuth, object mapping, and sync status endpoints
HubSpot
Checking the current HubSpot connection and setup state.
StatusLoading current status
SetupChecking whether HubSpot properties are ready
Available nowAuthenticated pipeline push is enabled only after connection and setup are confirmed
CRM Export Templates
Use the current authenticated export workflows to move provider and pipeline data into downstream CRM operations today without pretending a live sync already exists.
Pipeline exportReal CSV export endpoint for live pipeline records
Bulk exportEnterprise export workspace for larger provider datasets
Template mappingNamed CRM-specific mappings are not yet enabled
Pipeline Actions
Pipeline now exposes CRM-oriented handoff controls without changing existing stage, follow-up, or bulk workflow behavior.
Export CRM CSVUses the current working pipeline export flow
Salesforce buttonVisible but disabled until sync is wired
HubSpot buttonEnabled only when a live HubSpot connection is active
Productivity Integrations
These workflows are intentionally positioned as future operational connectors, not simulated live sync.
Google Sheets
Planned for structured sheet-based review and lightweight ops collaboration after export workflows are finalized.
Current pathDownload CSV and import manually
Live connectionNot configured
Slack And Alerts
Planned for operational alerts around exports, follow-ups, and sync outcomes after backend notification support exists.
Current pathReview live work inside Dashboard and Pipeline
Alert deliveryNot configured
Enterprise API
API access is the real integration surface available today for enterprise workflows that require backend-authenticated access beyond CSV handoff.
Checking API availability...
Loading current account and pipeline context.
Implementation guardrails
Direct CRM sync is only exposed when the backend confirms the HubSpot connection state. Salesforce remains intentionally disabled until its backend support exists.
This page exposes only live export, API, and HubSpot actions backed by authenticated endpoints that already exist in the current application.