CRM Connector – Account Description
Seamlessly sync your CRM data into your account, ensuring it's always automated and up to date.

Key Features:

• 📥 Initial Import:
  • Import all CRM contacts or use date filters for selective syncing.
• 📅 Calendar Synchronization:
  • Automatically sync bookings, jobs, appointments, and more.
• 🔄 Transaction Synchronization:
  • Sync transactions on demand for each integration.
• ⏰ Automatic Updates:
  • Data refreshes every few hours to keep information current.

Advanced Filtering Options:

• Customers with Appointments, Jobs, Invoices, etc.
• Leads
• Calendar entries

Auto-Applied Tags:

• initial-sync-lead / initial-sync-customer for existing contacts.
• new-sync-lead / new-sync-customer for newly added contacts.

Custom Field:

• Last Service Date is automatically updated with each new service completed for a customer.

No Code Required:

• No need for Zapier, Make, or complex workflows—everything operates within the platform.