How it works
Each Aline document becomes an Aline Document record in your CRM, linked to its Opportunity (Salesforce) or Deal (HubSpot) and Account or Company.
When you sync a property, Aline creates a custom field for it on the Aline Document object and fills it in for every document in the report. New documents and changed values sync automatically after that.
Before you start
You need to be an Admin in Aline.
Salesforce or HubSpot must already be connected to your Aline workspace.
For Salesforce, you need someone with Salesforce admin access for Step 2.
Step 1: Turn on sync for a property
Open the report in Aline.
Click the header of the property column you want to sync.
Click Sync to CRMs.
Pick All CRMs, or only the CRMs you want.
Each CRM then shows a status next to it:
- Setting up…: Aline is creating the field in your CRM.
- Synced: the field is live and values are being written.
- Needs access (Salesforce only): the field exists, but Aline can't write to it yet.
- Failed: the field couldn't be created. Hover the status to see why.
Step 2 (Salesforce only): Give Aline access to the new field
Salesforce creates every new custom field with no access for anyone, including the user Aline connects as.
Until a Salesforce admin grants access, the status stays at Needs access.
In Salesforce, go to Setup.
Click on Object Manager.
Search for Aline Document.
Open Fields & Relationships.
Open the new field. It has the same name as the property in Aline.
Click on Set Field-Level Security.
You will get redirected to the permissions.
Select System Administrator.
Click Save.
Back in Aline, open Sync to CRMs on the same column and click the Check again button (the refresh icon) next to Salesforce
Fields you've already set up keep working. Each new property you sync needs the same step.
Step 3: Find the synced values
Salesforce doesn't add new fields to page layouts on its own. Go to Setup → Object Manager → Aline Document → Page Layouts, drag the field onto the layout, save, and reload the record.
You can also:
- Add the field as a column in an Aline Documents list view.
- Add the Aline Documents related list to your Opportunity page layout, so you can open the documents straight from the deal.
In HubSpot
Open an Aline Document record, or open it from the associated Deal or Company.
Synced properties are in the Aline Synced Fields property group.
Troubleshooting
The status is stuck on "Needs access"
Field-Level Security hasn't been set for the profile Aline connects as. Check that you picked the right profile (see Step 2), then click Check again.
The status says "Failed"
Hover over the status to see the reason. The most common cause is the custom field limit: Salesforce and HubSpot both cap how many custom fields one object can have. Remove fields you no longer use from the Aline Document object, then click Check again.
The field is synced, but I can't see it on the record
In Salesforce, add the field to the page layout (see Step 3). In HubSpot, look in the Aline Synced Fields group.
What happens if I rename the property in Aline?
The field is renamed in your CRM too.
How do I stop syncing a property?
Open Sync to CRMs on the column and clear the CRMs. Aline stops sending values, but the field and its current values stay in your CRM. If you delete the property in Aline, its field is removed from the CRM too.