# How to Sync a Segment to CRM?

### Prerequisite: Connect Your CRM

Before syncing segments, ensure your CRM (Salesforce or HubSpot) is connected to Reo.Dev. Follow these guides to integrate:

* [HubSpot Integration Guide](https://docs.reo.dev/faqs-troubleshooting/broken-reference)
* [Salesforce Integration Guide](https://docs.reo.dev/integrations/output-integrations/crm/salesforce)
* [Attio Integration Guide ](https://docs.reo.dev/integrations/output-integrations/crm/attio)

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### Field Mapping in CRM

Once connected, you need to map fields to ensure the correct data sync:

* Fields with the **REO prefix** are automatically created in HubSpot/Salesforce and mapped to the corresponding Reo.Dev field.
* For other fields, manually map them in the CRM’s dropdown.
* Enabling **Auto Overwrite** will ensure Reo.Dev updates existing data in HubSpot/Salesforce during sync operations.

To access this setting:

1. Go to **Integrations** in Reo.Dev.
2. Find the Hubspot/Salesforce/Attio CRM card and Click on the **Gear Icon** 

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F1bsq7SYKCIZvexRaxPnI%2Fimage.png?alt=media&#x26;token=a8ccf1e1-03f5-47cc-be1c-56e934d209c2" alt=""><figcaption></figcaption></figure>

3. Select **Edit** under Accounts - Field Mapping/Contacts - Field Mapping/Deals - Field Mapping&#x20;

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FYaSJ6pwyIAgE31yEEvCg%2Fimage.png?alt=media&#x26;token=6c270e65-2517-4e0b-89a9-f9f981a5b8c8" alt=""><figcaption></figcaption></figure>

4. Ensure **REO: Segment Name** is mapped (this is done automatically)

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2Fc2PRghZhWVJJMXVxU3l1%2Fimage.png?alt=media&#x26;token=1f5e38e1-6406-4ae2-8787-a7b8f2f3a24d" alt=""><figcaption></figcaption></figure>

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### Syncing a Segment

#### Steps:

1. Navigate to the **Segment Dashboard** in Reo.Dev.
2. Locate the segment you want to sync.
3. Click on the 3-dotted menu and then click on the 'Send to CRM' option based on which CRM you have connected

> **Troubleshooting:**
>
> If the **HubSpot** or **Salesforce** icon is **greyed out**, it means your user ID does not have CRM permissions enabled. Follow [this guide](https://docs.reo.dev/guide/why-is-the-sync-to-crm-button-greyed-out-) to learn how to fix it.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2Fr6agIVla1xjL3gJRTIts%2Fimage.png?alt=media&#x26;token=a5c02a76-5b68-4335-b894-22b034ca171c" alt=""><figcaption></figcaption></figure>

4. Confirm the sync in the popup modal. Wait **15-30 seconds** for the process to initiate.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2Fwn25IRAlKruRLgHdkjNT%2Fimage.png?alt=media&#x26;token=700dc55f-7ef8-40d8-9ee5-6db08b6b69d8" alt=""><figcaption></figcaption></figure>

Once the sync is successful, you will see the following **Success Popup** confirming the sync.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FxFX8VOLBFjgsMfF3tGzd%2Fimage.png?alt=media&#x26;token=1b623dc0-52c7-4519-bc98-d664aff79f8f" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}

**Note:** Syncing can take **15-20 minutes** to **24 hours**, depending on the segment size.
{% endhint %}

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### How to Verify Sync Status

* Once synced, you'll be able to see the **HubSpot/Salesforce/Attio icon** right next to the segment name.&#x20;
* Hover over the icon to see the **last sync date**.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FIR2F8x5OSAdMAgeMzmJP%2Fimage.png?alt=media&#x26;token=08146bc5-a17e-4119-925b-1d61951afede" alt=""><figcaption></figcaption></figure>

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### Ongoing Sync Updates

* Any new accounts added to the segment will automatically sync daily with a **24-hour interval**.