People
CRM Sync
Synchronize contacts with external CRM systems
Wexio can synchronize contact data bidirectionally with external CRM systems, keeping your customer data consistent across platforms.
Overview
CRM Sync connects your Wexio contacts with an external CRM (like HubSpot, Salesforce, or custom solutions):
- Push — Send Wexio contact data to your CRM
- Pull — Import CRM data into Wexio contact fields
- Bidirectional — Keep both systems in sync continuously
Setup
- Connect your CRM in Settings → Integrations
- Configure field mappings (which Wexio fields map to which CRM fields)
- Enable sync direction (push, pull, or both)
- Set sync frequency
Field Mapping
Map Wexio fields to CRM fields:
| Wexio Field | CRM Field |
|---|---|
| First name | first_name |
| Last name | last_name |
| email_address | |
| Phone | phone_number |
| Custom fields | Custom CRM properties |
Sync Modes
| Mode | Description |
|---|---|
| Push only | Wexio → CRM |
| Pull only | CRM → Wexio |
| Bidirectional | Both directions, with conflict resolution |
Bulk Operations
CRM sync integrates with bulk operations:
- Bulk export — Export selected contacts to CRM
- Bulk import — Import CRM contacts into Wexio
- Background processing via job queue for large datasets
Operations Cost
CRM sync operations consume ops based on the number of records processed. See Ops Usage for the formula.
CRM Sync runs in the background using a job queue (BullMQ), so large sync operations don't block the UI.