> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync to CRM

> Sync enrollments and activity to your CRM.

## Overview

Available only on Business plans.

Use workspace sync rules to send enrollment and outreach activity to your CRM.
Choose when to create or update records, and optionally link sequences to
Salesforce campaigns.

This requires a workspace [Salesforce](https://docs.unifygtm.com/reference/integrations/salesforce/overview.md#setup)
or [HubSpot](https://docs.unifygtm.com/reference/integrations/hubspot/overview.md#setup) connection with
bidirectional syncs enabled. An administrator can configure the connection and
sync rules.

## Enrollment and activity sync

Salesforce and HubSpot support the following sync rules:

| Sync rules | What syncs |
| - | - |
| Person enrolled in a sequence | The person's mapped values on their Salesforce contact or lead, or HubSpot contact. |
| Email sent from a sequence or manual task | The sent email and its mapped activity data. Automatic and manual sends have separate rules. |
| Reply to a sequence or task | The received reply. Sequence and task replies have separate rules. |
| Email opened, link clicked, or recipient opted out | Updates to mapped email activity values. Opens, clicks, and opt-outs have separate sync rules. |
| Task created, completed, or skipped | The task and its status. Email tasks sync after completion; phone call and action item tasks can sync while ready to work. |
| Call outcome logged | The call activity and available outcome, notes, and recording details. See [CRM call sync](https://docs.unifygtm.com/reference/dialer/crm-sync.md). |

## Configure sync rules

**1. Open your CRM sync rules**

In Settings, open your workspace's Salesforce or HubSpot integration and
click **Sync rules**.

**2. Choose sync behavior**

Set a behavior for each sync rule:

<table><thead><tr><th>Behavior</th>
<th>Effect</th></tr></thead>
<tbody><tr><td>**Do nothing**</td>
<td>Do not sync when this rule applies.</td></tr>
<tr><td>**Sync if already exists**</td>
<td>Update a matching CRM record. Skip the sync if no match exists.</td></tr>
<tr><td>**Sync if person exists**</td>
<td>Sync the email only when its related person already exists in the CRM. Available for email sync rules.</td></tr>
<tr><td>**Sync**</td>
<td>Update a matching CRM record or create one if no match exists.</td></tr></tbody></table>

For example, choose **Sync** for enrollment to create CRM records for new
prospects. Choose **Sync if already exists** to update only people already
in your CRM. For emails, **Sync if person exists** can create activity records
for existing contacts without creating new contacts.

**Salesforce**

Salesforce sync rules showing the people and email settings, with the prospecting behavior menu open.

**HubSpot**

HubSpot sync rules showing the people and email settings, with the prospecting behavior menu open.

**3. Save your rules**

Click **Save**. Field mappings determine which values Unify writes and when
existing CRM values can be overwritten. Configure them in
[Salesforce field mappings](https://docs.unifygtm.com/reference/integrations/salesforce/field-mappings.md)
or [HubSpot field mappings](https://docs.unifygtm.com/reference/integrations/hubspot/field-mappings.md).

The CRM account used for each sync follows your workspace's connection preferences
for [Salesforce](https://docs.unifygtm.com/reference/integrations/salesforce/connection-preferences.md) or
[HubSpot](https://docs.unifygtm.com/reference/integrations/hubspot/connection-preferences.md).
Review writes and any errors in **Sync log** on the integration's settings page.

## Link a Salesforce campaign

Link a sequence to a Salesforce campaign to add enrolled people as campaign
members when their enrollment starts. Create the campaign in Salesforce first.

**1. Enable campaign membership sync**

In Salesforce's **Sync rules**, set **When a sequence enrollment begins** to
**Sync** and click **Save**.

Salesforce sync rules showing the campaign membership rule and its available sync behaviors.

This allows Unify to create campaign members and their contacts or leads
when needed. It reuses an existing membership for the same person and campaign.
Choose **Do nothing** to disable campaign membership sync across the workspace.

**2. Choose a campaign for the sequence**

In the sequence's **Settings** tab, choose a campaign under **Salesforce Campaign**
and click **Save changes**.

Sequence settings showing Test Campaign selected under Salesforce Campaign and the Save changes button.

Each sequence can use a different campaign. Changes apply to future
enrollments. Select **None** to stop associating new enrollments with a campaign.


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