Every SoloFire Space a rep shares attaches itself to the contact record automatically — no copy-pasting notes, no forgetting to log a touch. Connect Salesforce, HubSpot, or Microsoft Dynamics 365 and every share, view, and minute of engagement flows back on its own. No CRM seat? The built-in SoloFire Contact Manager covers that too.
Salesforce
HubSpot
Dynamics 365
Okta
Microsoft Entra ID
Google Workspace
Auth0
No manual logging, no copy-paste, no rep forgetting to update the record. SoloFire connects to the systems your revenue team already lives in.
Works with your CRM
Salesforce
HubSpot
Microsoft Dynamics 365
SoloFire Contact Manager
The moment a rep sends a Space, SoloFire logs it back to the CRM automatically. For Salesforce, that's a new Event; for HubSpot, a new Note; for Dynamics 365, a completed activity tied to the contact. Either way, the log carries a full file-level engagement breakdown — who opened the Space, when, how long they stayed, and which specific files they spent time on. Reps never type a word of it.
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Not every rep has a Salesforce, HubSpot, or Dynamics seat — distributor reps especially. The built-in SoloFire Contact Manager gives them contacts, deals, tasks, and a simple pipeline view at no extra license cost, right alongside the content library they already use to share. Everyone manages their pipeline; nobody pays twice for a CRM seat.
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From automatic logging to single sign-on, integrations are built to remove busywork — not add another system to manage.
Every Space share attaches to the contact record automatically — a Salesforce Event, HubSpot Note, or Dynamics 365 activity with a full file-level engagement breakdown: who opened what, when, and for how long.
SoloFire is OAuth-connected to Salesforce, HubSpot, and Dynamics 365, so it pulls the matching contact automatically when a rep sends a Space — no separate directory for reps to maintain.
Reps without CRM access can tag shares to native iOS or Android contacts on the spot, or manage the relationship in the built-in SoloFire Contact Manager instead.
Running Dynamics instead? Every touch logs itself there automatically too, right alongside Salesforce and HubSpot.
WorkOS-based SAML and OIDC support auto-provisions users through Okta, Azure AD, or Google Workspace — no manual account creation for IT to manage.
Rolling SoloFire out past a pilot team means IT needs a real answer on access and audit — not a workaround. WorkOS-based SSO supports SAML and OIDC for any identity provider, with auto-provisioning so new reps get access without a manual request. Three-tier roles — Admin, Contributor, and User — enforce row-level security at the database, and a tokenized invite system keeps an audit trail of who was added and by whom.
Works with your identity provider
Okta
Microsoft Entra ID
Google Workspace
Auth0
Plus any other SAML or OIDC provider.
The branded, trackable microsite every Space share is built from — and the source of the engagement data that flows into your CRM.
One centralized, permissioned, offline-ready library so every rep — CRM seat or not — always shares the current, approved asset.
See how the built-in Contact Manager gives channel partners a pipeline view without buying them a CRM license.
Common questions about SoloFire's CRM integrations and access controls.