Connect a CRM

Connecting your CRM lets Evergrowth read records from it and push enriched data and qualification results back, so your reps work from a single source of truth. This page walks through installing the integration, authenticating, mapping fields per object, setting which records flow in each direction, running an initial sync, and reading the sync history and logs. For the meaning of the sync states you will see on each record, see CRM sync status.

Before you start

You need a workspace account with full access. The Integrations entry in the left navigation is hidden for read-only accounts.
You need permission to authenticate the CRM. The connect step signs in to your CRM, so have those credentials ready or work with whoever holds them.
Decide which objects you want to sync (Accounts, Contacts, and where supported, Leads) and in which direction before you turn syncing on. Some CRMs can also read in Engagements (calls, emails, meetings, and tasks logged in the CRM) and Opportunities (deals) as read-only records. Once connected, these keep arriving automatically on your periodic sync schedule, the same as Accounts and Contacts - see Set the sync rhythm and Run an initial sync to backfill what already exists in your CRM.

Steps

Install the integration

In the left navigation, open Integrations. You will see a card for each supported CRM with an Installed or Not installed chip.
Click the card for the CRM you want to connect. If it is not installed yet, this opens the install flow.
A connect window opens showing Install new CRM Integration. Sign in to your CRM and approve access in that window.
On success you are returned to the integration’s own page after a moment. If something goes wrong, you are sent back to the list with an error message.

Check the connection

On the integration page, the status chip near the top shows Active, Paused, Connecting, or Error.
While the connection is being established it shows Connecting and the page refreshes on its own until it settles.
If the status is anything other than Active, a Re-authenticate button appears. You can also re-authenticate at any time from the integration’s actions menu (the vertical three-dots button near the top of the page), whatever the current status. Either one reopens the connect window (shown as Re-authenticate CRM Integration) so you can sign in again. Do this whenever the CRM connection has expired or been revoked.
The page also shows Created at, Last inbound sync, and Last outbound sync so you can confirm data is actually moving.

Set the sync rhythm

The top card on the integration page holds two workspace-wide settings:

Real-time outbound sync shows whether changes are being pushed to your CRM. It reads Active once at least one object is enabled, and Inactive otherwise. Changes you make in Evergrowth are pushed to the CRM within about five seconds.
Periodic inbound sync frequency controls how often Evergrowth pulls data from your CRM. Choose from Disabled, Every 15 minutes, Every 30 minutes, Every hour, Every 2 hours, Every 4 hours, Every 12 hours, or Daily. Some CRMs do not allow the shortest intervals, so the list you see may start at a longer one. This one frequency covers every object your CRM supports - Accounts, Contacts, Leads, Users, and, where available, Engagements and Opportunities - there is no separate schedule for the read-only objects.

Set up each object

Below the top card, a tab row shows one tab per object the CRM supports - Accounts, Contacts, and (where available) Leads - plus Sync history and Logs. The colored dot on an object tab is green when that object is enabled and amber when it is not. Open an object tab to configure it:

Sync status - set this object to Enabled or Disabled. Disabling stops this object from syncing in either direction.
Sync direction - choose how this object flows: Evergrowth ← CRM (read only), Evergrowth → CRM (write only), or Evergrowth ↔ CRM (both ways).
Outbound filters - click Manage to set conditions that decide which records appear in your CRM. The modal is titled “Outbound filters” for the object. Build a condition group, click Save, or click Delete to clear an existing filter set. A green check on the card means a filter is in place.
Inbound filters - click Manage to set conditions that decide which records are pulled from your CRM into Evergrowth. Same modal pattern: build conditions, Save, or Delete.

Map fields

Each object tab lists every Evergrowth field in a table with columns Evergrowth field, Direction, CRM field, and Type (Required or Optional). A field tagged Auto-mappable can be matched to a CRM field with no setup.

Select one or more rows using the checkboxes.
Click Map fields (marked Beta) to open the mapping modal.
For each selected field, choose Auto mapping (Evergrowth picks the matching CRM field for you) or Select existing field and pick the CRM field from the list.
Set Sync direction for that field if you want it to differ from the object’s overall direction.
Where a field supports it, toggle Wrap in HTML for the incoming or outgoing direction to convert the value to or from HTML formatting.
Click Update to save the mapping.

If a CRM field shows a warning icon, it is system-managed in your CRM and Evergrowth cannot add new picklist or multi-select options to it automatically. Make sure that field’s options in your CRM include every value Evergrowth might send, or the value may not appear there.

Coming the other way, Evergrowth keeps the list of options for a mapped dropdown or multi-select field in step with your CRM on its own. It refreshes those lists every hour, and refreshes them again as soon as an incoming record arrives carrying an option it does not recognize, so an option your team adds in the CRM after the mapping was saved becomes usable without anyone re-saving the mapping. This covers the dropdown fields your team created in the CRM; the CRM’s own built-in dropdowns have a fixed set of options and need no refresh.

One thing to know about timing: the record that triggers a refresh is not filled in retrospectively. Until the refreshed list is in place, an incoming record whose dropdown value was unrecognized arrives with that field empty and still reports as Synced, because the sync itself succeeded. Once the list is current, that record picks the value up the next time it changes in your CRM. If you need a set of older records corrected sooner than that, ask your administrator: repairing a window of already-synced records is done for you rather than from this page.

Run an initial sync

Turning on syncing only affects records that change from then on. To pull or push existing records, run a sync from the Sync dropdown near the top of the integration page:

Click Sync and choose Initial to sync everything, or Custom to scope it.
The Run Sync window opens. For a custom sync, pick the Entity and the Direction. The Entity list covers your synced objects (Accounts, Contacts, and where supported, Leads), Users, and - where your CRM supports them - Engagements (the calls, emails, meetings, and tasks logged in the CRM) and Opportunities (deals). Engagements and Opportunities only come into Evergrowth, so choose the inbound direction for them, and enable Accounts and Contacts syncing first, since each one links to the account and contact it belongs to. Run this once to backfill what already exists in your CRM - new and updated Engagements and Opportunities after that arrive on their own via the periodic sync frequency you set above, without needing another manual run.
Toggle Create record if it doesn’t exist and Update record if it exists to control what the sync is allowed to do.
Click Launch. Read the linked backfill guide first - a sync can create or overwrite many records at once.

While a sync runs, a Sync in progress banner appears, the Sync dropdown is disabled, and the Sync history tab shows a green dot.

What happens next

Enabled objects sync automatically: outbound changes reach your CRM within about five seconds, and inbound pulls - including Engagements and Opportunities, where your CRM supports them - run on the frequency you set.
A manual sync you launched appears on the Sync history tab with a Status of Queued, In progress, Completed, Failed, or Skipped, along with the objects covered and the direction. Open a row’s detail to see per-object runs and a breakdown of records in progress, processed, and rejected.
The Logs tab shows the 50 most recent sync entries for the filters you apply. Filter by Search, Status, Entity, and Direction to find a specific record. Each entry links to the account or contact it touched, so you can confirm a value landed where you expected. Use the logs to find why a particular record was rejected.
Synced records carry a sync status on the account and contact pages - see CRM sync status for what each state means and Resync to CRM to retry a single record.