Creating a Salesforce Hub & Spoke

CiraHub is a two-way sync solution that can sync contacts from CRM software like Salesforce, ActiveCampaign, and HubSpot. This guide shows how to sync Salesforce contacts with CiraHub by creating a Salesforce Hub & Spoke.

Instructions

1. Log in to the CiraHub dashboard.
   NOTE: If this is the first time you have logged in to CiraHub or have deleted all Hubs from CiraHub, you will see the CiraHub Onboarding Wizard instead.
2. Click +Add Hub at the top of the dashboard.
   NOTE: CiraHub can also sync object types with different  data sources. For example, syncing Salesforce contacts with a Public Folder. If you want to sync  your Salesforce contacts to another data source, click +Add Spoke in the appropriate Hub.
   The Choose the type of object you want to sync portion of the wizard will appear. (See figure below.)
3. Select Select source type of your contact Spoke portion of the wizard will appear.
4. Click the drop-down menu next to Is data you want to sync part of your tenant or is it from somewhere else? section of the window.
5. Select CRM. The Select source type of your calendar Spoke will now show you the available CRMs that CiraHub can interact with. (See figure below.)
6. Select Salesforce. 
7. Click NEXT. The Select Salesforce account to access its data portion of the wizard will appear.
8. Provide the Salesforce account email.
9. Click GRANT ACCESS. The Salesforce Login will appear. (See figure below.)
10. Provide the account password.
11. Click Log In. Salesforce will ask to verify your identity through 2FA.
12. Verify your Salesforce identity. Cira Apps Ltd. will ask for permission to access your Salesforce account information.
13. After reading the permissions, allow Cira Apps Ltd. access to the Salesforce account information. The Type Spoke names and click NEXT portion of the wizard will appear.
14. Name the Spoke.
15. Click Type Hub names and click CREATE of the wizard will open.
16. Name the Hub.
17. Click The dashboard will appear.
18. Click the Spoke that was just created in the diagram.
19. Click Turn On in the Synced tile.
    NOTE: You can also click Turn On in the list at the bottom of the dashboard.  
20. Click the Allow Hub to create and sync items in this spoke checkbox to enable two-way sync.
21. Click SAVE.
    NOTE: You can also expand Advanced to add filters to the Spoke