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Project	Deployment	Preview	Comments	Updated (UTC)
docs	Ready	Preview	Comment	Nov 11, 2025 1:44am

@greptile

Greptile Overview

Greptile Summary

Adds comprehensive CRM integrations for 5 major platforms: HubSpot, Salesforce, Pipedrive, Asana, and Trello. The implementation includes 70+ tools across all providers, OAuth 2.0 authentication (plus OAuth 1.0a for Trello), and webhook triggers for HubSpot events.

Major Changes:

• OAuth Infrastructure: Extended oauth.ts with provider configs, scopes, and token refresh for all 5 CRMs
• Block Definitions: Created 5 comprehensive block configs with 70+ total operations
• Tools: Implemented REST API integrations for each provider (contacts, deals, tasks, projects, etc.)
• HubSpot Triggers: Added 18 webhook triggers for real-time event processing (contacts, companies, deals, tickets, conversations)
• Documentation: Created MDX docs for all providers with setup instructions
• Environment Config: Added client ID/secret variables for all providers

Implementation Quality:

• Clean separation between blocks, tools, and triggers
• Comprehensive error handling and type safety
• AI-assisted configuration with wand prompts for HubSpot
• Proper OAuth scope management and token refresh logic

Issues Found:

• Missing salesforce from trusted providers list in auth.ts:156 (already flagged)
• Hardcoded base URL in Trello callback client-side JS (already flagged)
• Placeholder credentials in HubSpot trigger curl examples (already flagged)

Confidence Score: 4/5

• Safe to merge after addressing the missing Salesforce provider and Trello URL hardcoding issues
• The implementation is comprehensive and well-structured with proper OAuth flows, extensive tooling, and good error handling. However, there are 2 logic issues that need fixing: (1) Salesforce missing from trusted providers list will prevent account linking, and (2) hardcoded URL in Trello callback may cause redirect failures in different environments. The placeholder credentials issue is minor (documentation only). After fixing these two issues, this would be a 5/5.
• apps/sim/lib/auth.ts (missing Salesforce), apps/sim/app/api/auth/trello/callback/route.ts (hardcoded URL)

Important Files Changed

File Analysis

Sequence Diagram

sequenceDiagram
    participant User
    participant SimUI as Sim Workflow UI
    participant OAuthAPI as OAuth API
    participant CRMProvider as CRM Provider<br/>(HubSpot/Salesforce/etc)
    participant ToolAPI as Tool API
    participant WebhookAPI as Webhook API
    participant Workflow as Workflow Engine

    Note over User,Workflow: OAuth Authentication Flow
    User->>SimUI: Select CRM operation
    SimUI->>OAuthAPI: Request OAuth authorization
    OAuthAPI->>CRMProvider: Redirect to provider login
    CRMProvider->>User: Show consent screen
    User->>CRMProvider: Approve access
    CRMProvider->>OAuthAPI: Callback with auth code
    OAuthAPI->>CRMProvider: Exchange code for tokens
    CRMProvider->>OAuthAPI: Return access + refresh tokens
    OAuthAPI->>SimUI: Store encrypted credentials
    
    Note over User,Workflow: Tool Execution Flow
    User->>SimUI: Configure CRM action
    SimUI->>Workflow: Trigger workflow
    Workflow->>ToolAPI: Execute CRM tool
    ToolAPI->>CRMProvider: API request with OAuth token
    CRMProvider->>ToolAPI: Return CRM data
    ToolAPI->>Workflow: Process response
    Workflow->>SimUI: Display results
    
    Note over User,Workflow: Webhook/Trigger Flow (HubSpot)
    User->>SimUI: Configure HubSpot trigger
    SimUI->>WebhookAPI: Register webhook URL
    CRMProvider->>WebhookAPI: Send event notification
    WebhookAPI->>WebhookAPI: Verify signature
    WebhookAPI->>Workflow: Trigger workflow execution
    Workflow->>ToolAPI: Execute subsequent actions
    Workflow->>SimUI: Update execution logs

@greptile