Competitive intelligence only has value if it reaches the right people at the right time. CRM integration is the key.
The information silo problem
Even with the best monitoring tool, if your reps have to go to another tool to access competitive intelligence, they won't. Information must come to them.
Salesforce integration
Luna connects to Salesforce via OAuth2 to:
Automatic push
- Knowledge Articles: each battlecard is synced as a searchable article in Salesforce
- Opportunity fields: the "Main competitor" field on each deal is enriched with Luna's threat score
- Chatter alerts: critical alerts are posted to the team feed
Intelligent pull
- Luna automatically detects competitors mentioned in your Opportunities
- Creates competitor profiles in Luna to monitor them
- Enriches your Win/Loss with closed deal data
HubSpot integration
The same level of integration for HubSpot:
- Enriched deal properties
- Battlecards accessible from company records
- Workflows triggered by Luna alerts
3-click setup
1. Click "Connect" in Settings > Integrations > CRM
2. Authorize access via OAuth (no shared passwords)
3. Choose objects to sync
The connection is revocable at any time.
Security
- Standard OAuth2 (no password storage)
- Tokens automatically renewed
- Minimum required access (least privilege)
- Complete audit logs in Luna
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