Sync from HubSpot, Salesforce or Pipedrive

If your CRM data lives elsewhere, sync it in rather than migrating in one jump.

Steps

1. Connect the platform under Integrations.
2. Open External Sync (needs CRM-manage).
3. Configure what syncs and how objects map.
4. Run a sync and check what arrived — including duplicates.

You're done when records arrive mapped correctly and duplicates are resolved.

The record-store decision

There is a setting for where CRM records are authoritative. It is not a display preference: it decides which system wins when the same record changes in both.

Change it deliberately, once, having decided which system your team actually treats as the source of truth. Flipping it back and forth produces conflicts nobody can reason about.

Gotchas

• Sync brings records, not your process. Pipelines, stages and automations are configured here.
• Field mapping is where sync goes wrong, quietly. Check a handful of records by hand after the first run.