CRM Integrations

Once connected, Origami:

• Matches incoming leads against existing contacts and companies in your CRM by email, domain, and other identifiers.
• Surfaces deduplication results inside your tables and workflows (for example, a column showing “already in CRM: yes/no”).
• Optionally filters or hides leads that already exist in your CRM before they're surfaced to your team.
• Generates a CRM context documentso Origami's agents understand the shape of your CRM (more on this below).

The setup flow is similar for all three providers:

1. In Origami, go to Settings → Integrations.
2. Pick your CRM and click Connect.
3. Log in to your CRM and approve the connection.
4. You'll be redirected back to Origami and the integration will be active.

You only need one connection per Origami workspace. Provider-specific gotchas are below.

• You must be a member of the Attio workspace you want to connect.
• If you have multiple Attio workspaces, double-check you're logged into the correct one before clicking Connect— Attio auto-selects whichever workspace you're currently signed into.

Salesforce is the most restrictive of the three. A few things to know up front:

• Your admin may need to approve API access.Salesforce orgs vary widely in how locked-down they are. If your user account doesn't have API access enabled, the connection will fail, and only a Salesforce admin can fix this. If you hit a permissions error, the fastest path is to ask your Salesforce admin to grant you the “API Enabled” permission.
• Connect from your production org, not a sandbox. Sandbox orgs aren't supported by default — let us know if you need this.
• My Domain redirects are normal. If your org uses My Domain, Salesforce will redirect you mid-flow. This is expected; just continue with the login.
• IP restrictions can block the connection.Some Salesforce orgs restrict OAuth to specific IP ranges. If your org does this, your admin will need to allow Origami's OAuth flow.

If you run into trouble, email us at hello@origamiagents.com — Salesforce setup is the most common place we have to step in and help.

• You'll need permission to install integrations in your HubSpot account. This is typically an account admin.
• HubSpot scope availability depends on your plan. If you're on a Free or Starter plan, certain optional permissions (custom objects, tickets) will be skipped automatically — the rest of the integration still works as expected.
• HubSpot lets you choose which account to connect during the OAuth flow. Make sure you pick the right one if you have access to multiple.

When you connect your CRM, Origami automatically generates a CRM context document— a set of markdown documents that describe the shape of your CRM (which objects exist, which fields matter, how they're typically used, dedup keys, quirks, etc.). This context is what lets Origami's agents reason about your CRM in chats and workflows.

Where to find it: Settings → Integrations → CRM Context

You'll see two sections:

• Schema — an auto-generated reference of every object and field in your CRM, with types and constraints.
• Knowledge Base — a set of narrative documents covering which objects are core to your workflows, important fields, field aliases or quirks, dedup keys, and other notes.

You can:

• Editany document directly — useful for adding context Origami couldn't infer (e.g., “we use the lead_source__cfield to mean X”).
• Regenerate the schema or knowledge base from the same page. Regeneration is available once every 24 hours per connection on paid plans.

The first generation runs automatically right after you connect. If it's still in progress when you open the page, you'll see a “generating” status — this typically takes a few minutes.

To disconnect:

• From Origami: Settings → Integrations → click Disconnect next to the provider.
• From your CRM:revoke access in the CRM's connected-apps / installed-apps panel.

Disconnecting immediately stops any further reads.

“Connection failed” or “invalid scope” error

You likely don't have permission to install integrations. For HubSpot, this is usually an account admin. For Salesforce, you need API access enabled on your user.

Deduplication results aren't matching expected records

Origami matches on email and domain by default. If your CRM stores contacts under personal emails but your leads use work emails (or vice versa), matches may be missed. Reach out and we can adjust the match keys for your workspace.

Token expired / connection inactive

Origami refreshes tokens automatically. If the connection was revoked in your CRM, just reconnect from Settings → Integrations.

Questions or issues? Email hello@origamiagents.com and we'll help.