Leads
CRM Sync
Leads
CRM Sync
Keep your lead data in sync between AI Chat Assist and your CRM
Purpose
CRM Sync ensures your lead data is automatically shared and updated between AI Chat Assist and your CRM system, keeping both systems in perfect harmony.
How CRM Sync Works
Real-time Synchronization
- Bidirectional Updates: Changes in either system are reflected in both
- Field Mapping: Map AI Chat Assist fields to your CRM fields
- Conflict Resolution: Set rules for handling data conflicts
Key Features
- Automatic Lead Creation: New leads in AI Chat Assist appear in your CRM
- Contact Updates: Changes to contact information sync automatically
- Activity Tracking: Chat interactions and form submissions are logged
- Deal Creation: Qualified leads can automatically create deals/opportunities
Supported CRMs
Native Integrations
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Zendesk Sell
- Freshsales
- And more…
Custom Integration
- REST API access
- Webhook support
- Custom field mapping
- Advanced filtering
Setting Up CRM Sync
Prerequisites
- Admin access to both systems
- API credentials (for custom integrations)
- Field mapping plan
Configuration Steps
- Navigate to Integrations > CRM
- Select your CRM from the list
- Authenticate with your CRM credentials
- Configure field mappings
- Set sync preferences
- Test the connection
- Enable synchronization
Field Mapping
Standard Fields
- Contact Information
- Company Details
- Lead Source
- Status
- Owner Assignment
Custom Fields
- Map any custom fields
- Support for different field types
- Default value configuration
- Transformation rules
Sync Behavior
Data Flow
- Initial Sync: One-time import of existing data
- Incremental Updates: Only changed data is synced
- Batch Processing: Handles large volumes efficiently
- Error Handling: Failed syncs are queued for retry
Conflict Resolution
- Last Write Wins: Most recent change is kept
- Field-level Rules: Define per-field resolution
- Manual Review: Flag conflicts for manual resolution
Best Practices
Before You Start
- Clean your existing data
- Document your field mappings
- Plan for custom fields
- Inform your team
Ongoing Management
- Monitor sync status
- Review error reports
- Update field mappings as needed
- Train new team members
Troubleshooting
Common Issues
- Authentication Errors: Check API credentials
- Field Mismatches: Verify field types and requirements
- Sync Failures: Check API rate limits
- Duplicate Records: Review matching rules
Getting Help
- Check sync logs
- Review API documentation
- Contact support if needed
Advanced Features
Conditional Sync
- Sync only qualified leads
- Filter by lead score
- Exclude certain statuses
Custom Workflows
- Trigger actions on sync events
- Update custom fields automatically
- Create tasks or notes
Security & Compliance
Data Protection
- Encrypted data transmission
- Secure credential storage
- Role-based access control
Compliance
- GDPR compliant data handling
- Data retention policies
- Audit logging