> ## 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

> Sync contacts and attributes inbound from your CRM into Thoughtly audiences so agents and automations work from current CRM data. Write outcomes back to your CRM using automation actions.

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.

<Note>
  CRM sync capabilities can vary by CRM and workspace. If a sync option is not visible, contact support or your account team.
</Note>

## 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.

| Direction | What it does |
| - | - |
| Inbound sync (CRM → Thoughtly) | Pulls CRM records into Thoughtly so contacts are available in Audiences and workflows. |
| Outbound updates (Thoughtly → CRM) | Handled by **automation actions** such as *Update Contact* or *Update Object*, not the sync itself. See [Automation actions](/automations/actions). |

## 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.

## 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](/platform/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](/automations/actions).

## 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` |

Use stable, descriptive attribute names so agents and automations can reference them later.

## 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.

## Related integration notes

* [Salesforce](/integrations/crm/salesforce)
* [HubSpot](/integrations/crm/hubspot)
* [Audiences](/platform/audiences)


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