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CRM sync connects Thoughtly with systems such as HubSpot and Salesforce so your agents can work from current CRM data. Sync pulls CRM records into Thoughtly so they are available in Audiences and workflows without manual imports or fragile one-off automations.
CRM sync capabilities can vary by CRM and workspace. If a sync option is not visible, contact support or your account team.

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What CRM sync does

CRM sync is an inbound sync: it pulls CRM records (contacts, deals, and their attributes) into Thoughtly, where they become contacts you can target in Audiences and use in automations and calls. The sync keeps Thoughtly attributes aligned with the source CRM on a recurring basis.

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Common use cases

  • Import leads from Salesforce or HubSpot into Thoughtly Audiences.
  • Keep contact attributes aligned from the CRM into Thoughtly.
  • Trigger outreach from CRM segments.
  • Write call outcomes, qualification data, or appointment results back to CRM records using automation actions.
  • Replace manual CSV uploads with a repeatable sync.

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Setup overview

  1. Connect the CRM integration.
  2. Choose the object or list you want to sync.
  3. Configure field mapping.
  4. Select sync criteria or filters.
  5. Run a test sync.
  6. Review synced contacts in Audiences.
  7. To write results back to the CRM, add the CRM’s automation actions (for example, Update Contact or Update Object) to your workflows. See Automation actions.

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Field mapping

Map CRM fields to Thoughtly contact attributes. For example: Use stable, descriptive attribute names so agents and automations can reference them later.

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Error handling

If sync fails:
  • Confirm the CRM integration is still connected.
  • Check that required fields are present.
  • Verify field types match the expected format.
  • Review CRM API limits or permission errors.
  • Reconnect the integration if authentication has expired.