CRM Sync

Emanate automatically syncs captured and enriched leads to your CRM, ensuring your sales team has immediate access to new opportunities.

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Supported CRMs

Emanate integrates with popular CRMs:

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Setting Up CRM Sync

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Step 1: Connect Your CRM

1. Go to Settings → Integrations → CRM
2. Click Connect CRM
3. Select your CRM from the list
4. Authorize Emanate via OAuth

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Step 2: Configure Field Mapping

Emanate automatically maps your lead data (name, email, phone, company, title, and more) to the corresponding fields in your CRM. You can customize these mappings in Settings.

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Step 3: Set Sync Rules

Configure when and how leads sync. Choose a sync trigger, set a minimum ICP score threshold, select a deduplication strategy, and decide whether to create new records or update existing ones.

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Sync Triggers

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Automatic Sync

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Manual Sync

Push individual leads:

1. Open lead detail
2. Click Sync to CRM
3. Confirm mapping
4. Push to CRM

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Batch Sync

Push multiple leads:

1. Select leads in list view
2. Click Bulk Actions → Sync to CRM
3. Review and confirm
4. Process runs in background

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What Gets Synced

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To HubSpot

When a lead syncs to HubSpot:

1. Contact Created/Updated
   • Name, email, phone
   • Title, LinkedIn
   • Custom properties
2. Company Created/Associated
   • Company name, domain
   • Industry, size, revenue
   • Associated with contact
3. Note Added
   • Conversation summary
   • Timestamp
   • Agent/source info

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To Salesforce

When a lead syncs to Salesforce:

1. Lead or Contact Created
   • Core contact fields
   • Custom fields mapped
2. Account Created/Linked
   • Company information
   • Account ↔ Contact relationship
3. Task Created
   • Follow-up action
   • Linked to lead/contact

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Conversation Notes

Include conversation context in CRM:

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Note Template

CRM notes include a conversation summary with the following fields:

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Custom Note Fields

Choose what to include in CRM notes: conversation summary, key points, ICP score, and intent signals.

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Deduplication

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Matching Strategy

Emanate checks for duplicates by matching email first, then phone, then name + company. You can choose whether to update existing records, create new ones, or skip.

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Handling Duplicates

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Sync Status

Track sync status for each lead:

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Error Handling

When sync fails:

1. Error logged with details
2. Lead marked with error status
3. Retry scheduled (if transient)
4. Alert sent (if configured)

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Custom Fields

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Creating Custom Fields

In HubSpot:

1. Go to HubSpot → Settings → Properties
2. Create new property
3. Map in Emanate settings

In Salesforce:

1. Go to Salesforce → Setup → Fields
2. Create custom field
3. Map in Emanate settings

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Mapping Custom Fields

You can map additional Emanate data (such as ICP score, conversation ID, and source agent) to custom fields in your CRM. Configure these mappings in Settings → Integrations → CRM.

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Troubleshooting

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Best Practices

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Map Essential Fields

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Handle Existing Records

Decide your merge strategy:

• Update: Overwrite with new data
• Append: Add notes without changing fields
• Skip: Don’t modify existing records

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Monitor Sync Health

Regularly check:

• Sync success rate
• Error frequency
• Duplicate rate
• Data quality

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Next Steps