Overview
Starbridge can now sync territories directly from Salesforce or HubSpot. Rather than maintaining territories manually in Starbridge, your CRM becomes the source of truth: as account ownership changes, each rep’s territory in Starbridge updates automatically.What your reps experience
Once set up, nothing changes for your reps day-to-day — they simply see signals filtered to their accounts in their feed and email digest, always reflecting the latest state of your CRM. There’s nothing for them to configure or maintain.How it works
Setup happens in three stages, all from Settings → Integrations:- Match CRM accounts to Starbridge buyers. Starbridge imports your CRM accounts and runs automated matching to find the corresponding Starbridge buyer for each one. You review and approve the results before they take effect.
- Match CRM users to Starbridge users. Starbridge automatically pairs your CRM users with Starbridge users by email. You can override any match manually.
- Define account ownership and assign territories. You select the ownership field(s) on your CRM Account or Company object that indicate who owns each account. Starbridge generates a territory for every matched rep and keeps it current as ownership changes in your CRM.