---
title: "[CRM Integration] Setup: Account/Agency Linking"
description: CRM - Account/Agency Matching
---
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# \[CRM Integration\] Setup: Account/Agency Linking
Once you’ve completed the Agency Matching process, it’s time to make the best use of it by automating the CRM Account/Agency linking process.
There are two ways to achieve this:
1. GovSpend Way:
1. Account Linking
2. CRM-Driven Method:
1. [Salesforce: Flow Builder](https://support.govspend.com/crm-integration-standard-flows-for-salesforce-hubspot?hsLang=en)
2. [HubSpot: Flow Outline](https://support.govspend.com/crm-integration-standard-flows-for-salesforce-hubspot-0?hsLang=en)
---
### GovSpend Way: Account Linking
1. Start with [Record Type Mapping within the article: \[CRM Integration\] Setup: Configuring GovSpend Records to Your CRM](https://support.govspend.com/advanced-crm-integration#record-type-mapping)
2. Under your desired integration (except the Agencies module), scroll to the bottom until you find the Account Linking section.
3. Enable the “Enable Account Linking” option.
4. Under Agency Object, select the CRM object where your account/agency details are stored.
5. Under GovSpend Agency ID Field, select the CRM field where the matched GovSpend Agency ID has been populated.
Once configured, GovSpend will use the Agency ID to identify and link the incoming records with the appropriate Account/Agency in your CRM.
---
NOTE:
If no Account with a matching GovSpend Agency ID is found, the integration for that specific record will be skipped.
This configuration will not populate the standard Account Name field. Instead, it will create a custom field where the matched Account Name will be reflected.
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