> ## Documentation Index
> Fetch the complete documentation index at: https://docs.driven.work/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Driven is a sales-compensation platform. Use its terminology: Compensation Plan, Compensation, KPI, Manual KPI, User Variable, Quota, Performance, Payout (Draft, Approved, Paid, Cancelled), Correction, Adjustment. Payout types are equal, deferred and advance. Default roles are Admin and Employee; companies can add custom roles. The Driven Agent builds plans from uploaded documents and chat. The Compensation Builder is where compensations are configured.

# Connect your CRM

> Connect HubSpot, Salesforce or Pipedrive so the Driven Agent can build a plan from your deals.

Connect a CRM before you ask the Driven Agent to build a plan. It looks up deal fields such as stage, owner, amount and close date, and the plan calculates commission from those deals.

Open **Integrations** in the sidebar. A connected CRM shows **Connected**. Click **Connect** on HubSpot, Salesforce or Pipedrive.

![Integrations cards for HubSpot, Pipedrive, Salesforce and Claude (MCP)](https://mintcdn.com/driven-a7b16d8c/EfofHHnWRF2nRMlf/images/integrations-overview.png?fit=max\&auto=format\&n=EfofHHnWRF2nRMlf\&q=85\&s=a94b4b97122b8c443c8781c0aedbfc56)

Sync runs about once an hour. The first sync brings in history. A new CRM user is created as **Imported from CRM**. Invite the people who should sign in. See [Invite and enable users](https://docs.driven.work/users/invite-and-enable-users.md).

Currency conversion, reconnecting and disconnecting are on [Integrations](https://docs.driven.work/integrations.md).

When the CRM is connected, [build your first plan](https://docs.driven.work/get-started/create-your-first-plan.md) with the agent.


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