How to set up Single Sign-On (SSO) in HelloGrowthCRM
Configure SAML 2.0 or OIDC SSO with Okta, Google Workspace, Azure AD, OneLogin. Just-in-time provisioning included.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Admin & Security section to browse more guides, compare related tasks, and choose a better starting point.
View all Admin & Security guidesSSO eliminates password sprawl. SAML/OIDC. SCIM auto-provisioning means new hires get CRM access on day one.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Enterprise tier
- •IdP admin access
- •HelloGrowthCRM Owner role
- •30-60 minutes
- 1
Settings → Security → SSO
Settings → Security → SSO.
- 2
Pick protocol
SAML 2.0 (most common) or OIDC (modern).
- 3
Get HelloGrowthCRM SAML/OIDC details
ACS URL, SP Entity ID, certificate.
- 4
Configure IdP
Okta/Azure/Google: create SAML app, paste our endpoints.
- 5
Get IdP metadata
IdP gives SSO URL + certificate.
- 6
Paste into HelloGrowthCRM
Settings → SSO → IdP config.
- 7
Map attributes
email, first_name, last_name, role.
- 8
Enable JIT provisioning
New users auto-create on first login.
- 9
Configure SCIM
IdP pushes user create/update/disable to CRM.
- 10
Test
User signs in via IdP. Lands in CRM. Verify role mapped.
- 11
Enforce
Disable password login. SSO-only enforced.
Frequently asked questions
Multiple IdPs?▾
Yes — different domains can route to different IdPs.
SCIM for which IdPs?▾
Okta, Azure AD, OneLogin, Google Workspace.
MFA at IdP or CRM?▾
Both work; IdP MFA usually preferred.
Audit log SSO?▾
Yes — every SSO login logs.
Disable user via IdP?▾
SCIM auto-deactivates in CRM.
Cost?▾
Enterprise feature; included.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Admin & Security or contact our team for direct help.
Harnish leads engineering at HelloGrowthCRM. He focuses on CRM architecture, AI agents, and integrations across calling, messaging, and revenue systems.
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