CRM sync connects Thoughtly with systems such as HubSpot and Salesforce so your agents can work from current CRM data and write useful outcomes back after conversations. Use CRM sync to reduce manual imports, avoid fragile one-off automations, and keep sales or support teams working from the same customer record.Documentation Index
Fetch the complete documentation index at: https://docs.thoughtly.com/llms.txt
Use this file to discover all available pages before exploring further.
CRM sync capabilities can vary by CRM and workspace. If a sync option is not visible, contact support or your account team.
Inbound vs outbound sync
| Sync direction | What it does |
|---|---|
| Inbound sync | Pulls CRM records into Thoughtly so contacts are available in Audiences and workflows. |
| Outbound sync | Sends Thoughtly conversation results, attributes, dispositions, or other updates back to the CRM. |
Common use cases
- Import leads from Salesforce or HubSpot into Thoughtly Audiences.
- Keep contact attributes aligned between systems.
- Trigger outreach from CRM segments.
- Write call outcomes, qualification data, or appointment results back to CRM records.
- Replace manual CSV uploads with a repeatable sync.
Setup overview
- Connect the CRM integration.
- Choose the object or list you want to sync.
- Configure field mapping.
- Select sync criteria or filters.
- Run a test sync.
- Review synced contacts in Audiences.
- Configure outbound updates if supported.
Field mapping
Map CRM fields to Thoughtly contact attributes. For example:| CRM field | Thoughtly field |
|---|---|
| First name | first_name |
| Phone | phone |
| Lead source | lead_source |
| Lifecycle stage | lifecycle_stage |
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.