When you integrate Salesmsg with your CRM, you can instantly access your contacts in your CRM.

Two-way contact sync is supported for HubSpot, ActiveCampaign, PipeDrive, and Keap/Infusionsoft immediately after integrating with your CRM.

Even when integrated with multiple Customer Relationship Management tools you can instantly access your contact record from any platform by searching for their name or phone number.

*NOTE A contact on Salesmsg can only be linked with one CRM at a time. Should you see "contact already linked" issue it's because the contact is linked with a contact on a different CRM. ​

From the App Marketplace section of your account's settings, click the gear icon for the CRM that you'd like to change the contact syncing settings for and select 'Settings.'
​
On the settings page for the CRM integration you've selected, click the 'Contact syncing' section to see the available options for tailoring the contact syncing behavior for that integration.
​
The first drop-down menu is where you can select either a two-way contact sync between Salesmsg and the integrated CRM, or a one-way contact sync from the integrated CRM to Salesmsg.
​
Note: Not every CRM integration will have the exact same contact sync settings, but the 'Contact Syncing' drop-down menu will include a short description of each available contact sync settings option so that you can make an informed decision about which settings to either enable or disable.

I moved from one CRM to another and now all my contacts say "contact is already linked" when I try to access the new CRM version of my contacts.

In most circumstances, we can automatically link the contacts to the appropriate CRM by using the "add a contact" webhook and CRM automation.

What other information can I use to live search?

First name, last name, and phone number. Additionally even if you only sort-of know who you're looking for we'll return suggested results with a minimum of 3 characters.

What if I don't want any kind of contact syncing at all?

There are options in the contact syncing preferences to "do nothing" when the events for new Salesmsg contact or edited Salesmsg contact occurs.

Once connected, will all my contacts be available in Salesmsg?

No, you'll still need to execute one of the following actions to access your contacts in Salesmsg. Import via web-hook & automation, selecting a contact from "live search" or opening the salesmsg extension in HubSpot.

Contact us on live chat or send an email to us at [email protected].