CRM and contact sync
Your contacts, and the bridge to the CRM you already use. Follow Up Boss and Lofty sync contacts, deals, tasks and notes both ways. BoldTrail and CINC sync contacts both ways only.
Where to find it
CRM in the sidebar
How to use it
- 1Connect your CRM in Settings, Integrations.
- 2Open CRM and press Sync now.
- 3Changes sync on their own. Sync now pulls the latest right away, 25 contacts at a time within 30 seconds.
- 4If it says more remain, press Sync now again.
Good to know
- A large address book takes several presses. That is by design, not a failure.
- BoldTrail is only available to accounts it has been enabled for.
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