Campaigns, documents, and advanced features
Connect Salesforce and other CRMs
Elite support2 min readThe quick answer
CRM connections synchronize contacts and tracked activity according to their configuration. Review plan, administrator setup, mapping, backfill state, and connection status before expecting a result. Gmail cloud reply and bounce detection, provider drafts and mailbox-derived CRM sync are unavailable. Gmail multi-step sequences require explicit acknowledgement that they WILL NOT automatically stop on replies or bounces.
Connect an automation or CRM
Review the integration
Open Settings → Integrations. Native CRM connections depend on plan, configured provider credentials, and the connection's displayed readiness state.
Connect with limited access
Use the provider's Connect flow for a native integration. Zapier and Make use scoped API tokens; select only the necessary event/contact/webhook/send scopes.
Enable the intended route
New CRM connections start with synchronization disabled. Choose selected or all contacts, select import/export/activity directions, preview the changes and save. Sync now follows the saved route.
Map the event or fields
Choose the event and matching contact identity. First-open, first-click, and first-document-view triggers measure different activity.
Test and monitor
Use a fictional contact and controlled message. Confirm both the Elite event and the destination's result, including duplicate/retry handling. Invite the Slack bot into its saved channel and use Send test to saved channel.
IN YOUR WORKSPACE
What it looks like
CRM contact synchronization feeds the shared Contacts workspace.
- Search and filters
Find contacts and review the audience before sending.
- Contact records
Open a contact to inspect its details and activity.
