CRM Sync

CRM sync keeps Statisfy and your CRM in step in both directions. This page explains the concepts and links to the article for each task. In Settings → Config, these settings are in the Bidirectional Sync section.

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The two directions

Downstream sync is always on for a connected CRM. Upstream sync is off until an admin turns it on. For Salesforce, you can change how often downstream sync runs, or get changes in real time:

• Set the schedules of the partial (delta) sync and the full sync.
• Turn on real-time sync with Change Data Capture (CDC).

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Turn on upstream sync

1. Go to Settings → Object Manager.
2. Open the tab of the object: Account, People or Opportunity.
3. In the CRM Fields section, select the Enable upstream sync checkbox.

Each object has its own checkbox. For People and Opportunity, a dialog shows what the first sync will do in your CRM. Select Turn on to confirm. For accounts, the checkbox turns on the push to every connected CRM, also Gainsight. See Push to Gainsight.

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Choose what goes where

• Push to CRM picks the CRM field that gets the value of a Statisfy field. An account field can push to Salesforce or HubSpot, and to Gainsight, at the same time. See Push to CRM.
• Upstream Target Object picks the CRM object for meetings and other activity fields. See Per-Field Upstream Target Object.

Statisfy pushes only values that changed since the last successful push.

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Fix a record that did not sync

If Retry reports Sync is off, or Force sync shows Sync to <CRM> is off, an admin must turn on the checkbox for that object.

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Who can do what

See User Management and Roles for what each role can do.

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Articles for each CRM