How to Use minesales.ai with Salesforce and HubSpot: Research in Your CRM
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How to bring minesales.ai account research, opportunities and decision makers into Salesforce or HubSpot using the REST API, automation tools or an AI assistant with MCP, with field mapping tables.
You can bring minesales.ai research into Salesforce or HubSpot in three ways: a scheduled sync using the minesales.ai REST API, an automation tool that calls the API and writes to your CRM, or an AI assistant that has both the minesales.ai MCP server and your CRM connected. In each case, your CRM keeps its role as the system of record, and minesales.ai adds what each account needs: pain points, opportunities, estimated value, justification and decision makers.
Why put research in the CRM
| Without research in the CRM | With minesales.ai research in the CRM |
|---|---|
| Account records hold firmographics and activity | Records also hold pain points and opportunities |
| Reps research again before every call | Research is on the record, ready to use |
| Opportunity value is unknown until discovery | Estimated value from research gives an early sense of size |
| New reps start from zero on handover | The research travels with the account |
| Pipeline reviews focus on activity | Reviews can focus on need and value |
Three ways to connect
| Option | Best for | How it works |
|---|---|---|
| 1. REST API sync | Teams with a developer or RevOps engineer | A scheduled job calls the minesales.ai API and creates or updates CRM records |
| 2. Automation tool | Teams using no-code automation platforms | An HTTP step calls the minesales.ai API; the next step writes to Salesforce or HubSpot |
| 3. AI assistant with MCP | Individual reps and small teams | An assistant such as Claude reads from the minesales.ai MCP server and, with your CRM's own connector, adds records you approve |
All three use your minesales.ai API key from Settings, then API. See API and MCP.
What you can pull from minesales.ai
| API group | What you get |
|---|---|
| Public (Opportunities) | Opportunities and company accounts from all researched companies, plus decision makers and all opportunities of accounts you unlocked |
| My Business | Opportunities, company accounts, decision makers and all opportunities from your own business profiles |
The Documentation page in Settings, then API, lists every endpoint with parameters, examples and response fields.
Suggested field mapping
Company accounts
| minesales.ai | Salesforce | HubSpot |
|---|---|---|
| Company account name | Account Name | Company name |
| Account industry | Industry | Industry |
| Country, location | Billing Country / City | Country / City |
| company_account_id | Custom field (external ID) | Custom property (unique) |
Opportunities
| minesales.ai | Salesforce | HubSpot |
|---|---|---|
| Opportunity | Opportunity Name | Deal name |
| Value | Amount (or a custom "Estimated value" field) | Amount (or a custom property) |
| Pain points | Custom long text field | Custom multi-line property |
| Justification | Description or custom field | Description or custom property |
| Scope | Custom long text field | Custom property |
| Function | Custom picklist | Custom dropdown property |
| Research date | Custom date field | Custom date property |
Decision makers
| minesales.ai | Salesforce | HubSpot |
|---|---|---|
| Name | Contact name | Contact name |
| Title | Title | Job title |
| Linked pain point or opportunity | Contact role on the opportunity | Association label on the deal |
Tip: store the minesales.ai company_account_id on the CRM account so updates match the right record and you avoid duplicates.
Option 1: REST API sync
| Step | What to do |
|---|---|
| 1 | Create an API key in minesales.ai and store it as a secret in your integration |
| 2 | Call the opportunities endpoint with a created_at date or date range (for example yesterday's date) to get only new records, paging with limit and offset |
| 3 | Match each account to the CRM by company_account_id, then by name and domain |
| 4 | Create or update the account, opportunity and contact records |
| 5 | Log the run, and check the Usage page in minesales.ai for request counts and credits |
API requests are billed per 10 records returned, rounded up. Requests that return nothing are free, so syncing only new records keeps costs low.
Option 2: Automation tool
| Step | Automation step |
|---|---|
| 1 | Schedule trigger (for example, every morning) |
| 2 | HTTP request to the minesales.ai API with your key in the x-api-key header |
| 3 | Loop over the returned records |
| 4 | Find or create the account in Salesforce or HubSpot |
| 5 | Create the opportunity or deal with the mapped fields |
Option 3: AI assistant with MCP
| Step | What you do |
|---|---|
| 1 | Connect the minesales.ai MCP server to Claude (setup guide) |
| 2 | Connect your CRM's own MCP server or connector, if your CRM provides one |
| 3 | Ask: "Find my newest 10 opportunities in banking and add the top one per account as a deal in the CRM" |
| 4 | Review what the assistant proposes before it writes to the CRM |
This option suits reps who want research in the CRM without a formal integration. Check your CRM's permissions and your company's data policies first.
Keep it clean
| Practice | Why |
|---|---|
Use company_account_id as an external ID | Prevents duplicate accounts |
| Sync only new or changed records | Keeps API usage and credits low |
| Keep minesales.ai fields in their own section | Reps can see what came from research |
| Mark estimated value clearly | Separates research estimates from confirmed deal amounts |
| Review automation results weekly at first | Catches mapping issues early |
Product names belong to their owners. Details are based on public information as of November 2026.
Key takeaways
- Your CRM stays the system of record; minesales.ai adds pain points, opportunities, value and decision makers.
- Connect with a REST API sync, an automation tool, or an AI assistant using MCP.
- Map minesales.ai fields to standard and custom CRM fields, and store the company account id.
- Sync only new records to keep usage and credits efficient.
Frequently asked questions
Can minesales.ai sync with Salesforce?
Yes, through the minesales.ai REST API. A scheduled job or automation tool can pull opportunities, accounts and decision makers and write them to Salesforce.
Can minesales.ai sync with HubSpot?
Yes, the same way: call the minesales.ai API and create or update HubSpot companies, deals and contacts with the mapped fields.
Do I need a developer?
Not always. An automation platform with an HTTP step can call the API without code. For a full sync with matching and updates, a developer or RevOps engineer helps.
What does the API cost?
Requests are billed in credits per 10 records returned, rounded up. Requests with no results or errors are free. An active paid plan is required. See Credits and plans.
Can Claude add minesales.ai research to my CRM?
Yes, if Claude has both the minesales.ai MCP server and a connector for your CRM. Always review the changes before they are written.