CRM Sync
Understand how RevvedUp syncs data with your CRM system for seamless sales workflows.
RevvedUp's CRM sync ensures you can always access your desired CRM data inside RevvedUp while maintaining full control over what information flows back to your CRM. This guide explains how sync works and how to configure it for your needs.
Understanding CRM Sync
RevvedUp's CRM sync operates on a simple but powerful principle: contact origin determines sync behavior.
Key Concepts
CRM-Originated Contacts
Imported from CRM lists or synced records
Automatically sync back after any processing
Maintain continuous two-way sync
No manual push required
Non-CRM Contacts
Added via CSV upload or manual entry
Require initial manual "Push to CRM"
After first push, sync automatically
Become CRM-synced contacts
Processing Triggers Sync
Any processing level (Enrich, Research, Generate Content)
Updates flow back to CRM automatically for CRM contacts
Happens in background after processing
How Sync Works
Automatic Sync Flow
For contacts that originated from your CRM:
Import - Contact comes from CRM list
Process - Enrich, Research, or Generate Content
Auto-Sync - Updates push back to CRM
Ongoing - All future changes in either system sync automatically
Manual Push Flow
For contacts added outside of CRM:
Add - Via CSV upload or manual entry
Process - Complete desired processing
Push - Manually push to CRM (one-time)
Ongoing - Now syncs automatically forever
Smart Contact Matching
When you push a contact to CRM for the first time, RevvedUp intelligently:
Searches for existing contacts by email address
Links to matching contact if found in your CRM
Creates new contact only if no match exists
Prevents duplicates by using email as the primary identifier
This ensures you maintain clean CRM data without creating duplicate records.
The Gateway Effect
Think of "Push to CRM" as a gateway:
Before push: Contact exists only in RevvedUp
First push: Creates/links CRM record
After push: Full two-way sync enabled
Forever: All updates sync automatically
What Gets Synced
What data syncs between RevvedUp and your CRM is entirely controlled by your field mapping configuration. You have complete control over:
Which fields sync
Sync rules (always update, update if empty, or never sync)
For complete control over your sync settings, see CRM Field Mapping.
Sync Timing
CRM List Import
When you connect CRM lists to a campaign, contacts sync to RevvedUp based on your configured update frequency:
Hourly: New contacts appear within the hour
Daily: New contacts sync once per day
Weekly: New contacts sync once per week
Monthly: New contacts sync once per month
Processing to CRM
After processing contacts (enrichment, research, or content generation):
CRM-originated contacts: Sync automatically within 2-5 minutes
Non-CRM contacts: Must use "Push to CRM" first, then sync automatically
Large batches: May take up to 30 minutes
Navigating Between Systems
Once a contact is synced with your CRM, RevvedUp provides quick navigation between systems:
Contact Sidebar
In the contact sidebar, you'll see:
CRM name displayed: Shows the contact's name from your CRM
"Push to CRM" link: Appears for contacts not yet in your CRM
Quick access: Click to navigate directly to the contact in your CRM
This seamless navigation ensures you can work efficiently across both platforms while maintaining a single source of truth.
Best Practices
When to Push to CRM
Always Push:
Qualified prospects
Engaged contacts
Before handoff to sales
For reporting needs
Consider Not Pushing:
Invalid email addresses
Competitors
Very early stage leads
Test contacts
Data Quality
Enrich first: Get clean data before pushing
Verify emails: Ensure deliverability
Check duplicates: Prevent CRM pollution
Review mappings: Ensure accuracy
Campaign Organization
Use CRM lists for better targeting
Sync engaged contacts quickly
Keep CRM updated for reporting
Archive old campaigns properly
Troubleshooting
Contact Not Syncing
For CRM contacts:
Verify contact originated from CRM
Check processing completed
Review sync logs
Confirm CRM connection active
For non-CRM contacts:
Confirm manual push performed
Check push completed successfully
Verify CRM record created
Review field mappings
Sync Delays
Normal for large batches
Check CRM API limits
Review sync queue status
Contact support if >2 hours
Summary
CRM sync in RevvedUp provides:
Full access to your CRM data within RevvedUp
Complete control over what syncs back to your CRM
Automatic sync for CRM-originated contacts
One-time push requirement for non-CRM contacts
Seamless navigation between both systems
The key is understanding contact origin: CRM-imported contacts sync automatically, while manually added contacts need that first push to establish the connection.
Pro tip: Set up your field mappings thoughtfully at the start. It's much easier to sync the right data from the beginning than to clean up later.
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