CRM Sync Setup

How to connect your CRM and automatically sync contacts into ContactLevel audiences.

What Is CRM Sync?

CRM Sync lets you connect your CRM (like HubSpot or Salesforce) to ContactLevel and automatically pull contacts into your audiences.

Connecting Your CRM

1. Navigate to the Integrations tab

2. Click on your CRM provider (connected via Polytomic)

3. Authenticate and grant permissions

4. Configure sync: which contacts, field mapping, target audience

How Ongoing Sync Works

• New contacts appear automatically in your audience

• Only new contacts cost credits

• Enrichment is automatic

• Ad platform sync follows

Best Practices

• Use filtered CRM lists — don’t sync your entire CRM

• Include LinkedIn URLs for better match rates

• Monitor credit usage

• Keep your CRM clean