CRM & Sales · Integration
Veeva CRM
Add Veeva CRM to your product for your customers, and give your AI agents governed access to it.
Veeva CRM is the CRM pharmaceutical and medical device field teams run, and its object model reflects that rather than a sales pipeline. An account is a prescriber or an institution, a call is the visit a representative made, and the interesting detail hangs off the call: which products were discussed, which key messages were delivered, which samples were left and who signed for them. There are no opportunities to close here. Two facts shape any build. Veeva CRM has run on the Salesforce platform since 2007, so its records are custom objects reached the way Salesforce objects are, and Veeva is moving customers onto its own Vault CRM through the end of the decade, which makes the underlying platform something you ask about rather than assume. Sample records also sit under regulatory retention rules, so reads of them stay logged and narrow. fastn keeps the per-org credentials and carries the change.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each life sciences customer connect their own Veeva CRM org so field activity is reachable from your product with no per-customer build.
Read accounts and their affiliations so your product refers to the same prescriber and institution records the field team does.
Write a call record from an interaction your product captured, with the products and key messages it actually covered.
Map each org's own custom fields and territory model, since two life sciences companies never configure Veeva the same way.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent summarises the last several calls on an account and what was discussed at each one.
An agent logs a call inside the permissions it holds, and the org that authorised the write is on the record.
An agent answers which key messages have reached a prescriber and which have not.
Example prompt
What were the last five calls on this account in Veeva CRM, and which key messages were delivered?
Set up Veeva CRM in 4 steps
- 01Enable the Veeva CRM connector in your fastn dashboard.
- 02Have each customer authorise their own Veeva org, and confirm whether they are still on the Salesforce platform or already moved to Vault CRM.
- 03Map the account, contact, call and sample fields your product uses, along with that org's own custom fields.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the Veeva CRM integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Veeva CRM integration without building it. Your customers connect their own Veeva CRM account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Veeva CRM update is not your on-call problem.
- One integration serves your product and your agents. The same governed Veeva CRM connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
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How do I add a Veeva CRM integration to my product?
Enable the Veeva CRM connector in your fastn dashboard, then let each customer authenticate their own Veeva CRM account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Veeva CRM client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Veeva CRM account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Veeva CRM account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Veeva CRM integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent summarises the last several calls on an account and what was discussed at each one.
Who maintains the Veeva CRM integration?
fastn does. When Veeva CRM changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Veeva CRM integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Veeva CRM schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Veeva CRM, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Veeva CRM do not drift apart.
What can I build with the Veeva CRM integration?
A common starting point: let each life sciences customer connect their own Veeva CRM org so field activity is reachable from your product with no per-customer build. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Veeva CRM integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Veeva CRM does not change your per-connector cost. You can start free with 3 connected accounts.
Add Veeva CRM to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.