> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Sync

> Automatically syncing leads to your CRM

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

## Supported CRMs

Emanate integrates with popular CRMs:

| CRM            | Features                          |
| -------------- | --------------------------------- |
| **HubSpot**    | Contacts, Companies, Deals, Notes |
| **Salesforce** | Leads, Contacts, Accounts, Tasks  |
| **Pipedrive**  | Contacts, Organizations, Deals    |
| **Zoho CRM**   | Leads, Contacts, Accounts         |

## Setting Up CRM Sync

### 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

### 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.

### 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.

## Sync Triggers

### Automatic Sync

| Trigger                       | Description                           |
| ----------------------------- | ------------------------------------- |
| **Immediately when captured** | Sync as soon as a lead is created     |
| **After enrichment**          | Sync once enrichment data is appended |
| **When ICP threshold is met** | Sync when the lead's score qualifies  |
| **Only when you request it**  | Sync manually on a per-lead basis     |

### Manual Sync

Push individual leads:

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

### 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

## What Gets Synced

### 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

### 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

## Conversation Notes

Include conversation context in CRM:

### Note Template

CRM notes include a conversation summary with the following fields:

| Variable             | Description                                        |
| -------------------- | -------------------------------------------------- |
| Timestamp            | Date and time of the conversation                  |
| Agent Name           | The AI agent that handled the call                 |
| Channel              | How the lead reached you (inbound, outbound, chat) |
| Duration             | Length of the conversation                         |
| Conversation Summary | AI-generated summary of the discussion             |
| Key Points           | Important topics and takeaways                     |
| Suggested Actions    | Recommended next steps                             |

### Custom Note Fields

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

## Deduplication

### 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.

### Handling Duplicates

| Scenario               | Action                 |
| ---------------------- | ---------------------- |
| Email match found      | Update existing record |
| Phone match (no email) | Link or update         |
| Name+Company match     | Flag for review        |
| No match               | Create new record      |

## Sync Status

Track sync status for each lead:

| Status      | Meaning                 |
| ----------- | ----------------------- |
| **Pending** | Queued for sync         |
| **Syncing** | Currently processing    |
| **Synced**  | Successfully pushed     |
| **Updated** | Existing record updated |
| **Error**   | Sync failed             |
| **Skipped** | Did not meet criteria   |

### 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)

## Custom Fields

### 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

### 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**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Sync failing with auth error">
    * Re-authorize CRM connection
    * Check OAuth token hasn't expired
    * Verify API permissions
  </Accordion>

  <Accordion title="Duplicate records created">
    * Review deduplication settings
    * Check field mapping for email
    * Verify data quality
  </Accordion>

  <Accordion title="Fields not syncing">
    * Verify field mapping is complete
    * Check field types match
    * Look for required fields in CRM
  </Accordion>
</AccordionGroup>

## Best Practices

### Map Essential Fields

<Tip>
  At minimum, map: name, email, phone, company, and a conversation reference. Add ICP score if your CRM supports it.
</Tip>

### Handle Existing Records

Decide your merge strategy:

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

### Monitor Sync Health

Regularly check:

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

## Next Steps

<CardGroup cols={2}>
  <Card title="CRM Integration" icon="database" href="/integrations/crm">
    Detailed CRM setup
  </Card>

  <Card title="Lead Enrichment" icon="sparkles" href="/leads/enrichment">
    Enrich before sync
  </Card>

  <Card title="ICP Scoring" icon="target" href="/leads/icp-scoring">
    Score leads first
  </Card>

  <Card title="Analytics" icon="chart-bar" href="/observe/overview">
    Track lead metrics
  </Card>
</CardGroup>