Keep contacts in sync across your CRM tools and get team alerts

Automatically syncs contact records across your CRM systems and a shared database, then alerts your team to every change.

How the work actually flows

A straight line. Runs once per each connected crm.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["scheduled or manual sync start"]):::trigtime s0[["pull contacts from each crm"]]:::mi s1["match into standard format"]:::task s2[("update shared contact database")]:::store s3["post change summary to chat"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"synced deduplicated contact database"/]:::out pay{{"one reliable contact list across tools"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales Pipeline
Connects
HubSpotSalesforcePipedriveBaserowMatrix

The problem it solves

When contact information lives in several different CRM systems, records drift out of sync and nobody notices until a deal falls through the cracks. Manually cross-checking and updating each system is tedious and easy to get wrong.

Who it fits

Sales or operations teams running multiple CRM tools who need one consistent, up-to-date contact list.

How it works

  1. The sync process is started on a schedule or manually
  2. The system pulls the latest contact records from each connected CRM
  3. Records are matched into a single, standard format
  4. New or changed contacts are created or updated in a shared database
  5. A summary of what changed is posted to a team chat room
What you get

Contact records that match everywhere at once

You keep one accurate, up-to-date contact list across every CRM your team relies on, with your team alerted to every change.

What you get

An up-to-date, deduplicated contact database with a team notification for every change.

What you need

Accounts for each connected CRM, a Baserow database, and a Matrix chat account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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