# 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](broken://pages/qIlng8yz565Wfi80f2uC)
* [Salesforce Integration Guide](/integrations/output-integrations/crm/salesforce.md)
* [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="/files/h01qBZEfsM3pJWDHyHYt" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/7LzcOyykQ5sNW9dQXahF" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/oO0KKVquUuc2qUNJHbgJ" 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="/files/t6T5LDfLwtickI1WWUJd" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/WhROz9vvVMBmyiHwLe1v" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ghdWhzasDjIyYSqXHhKQ" 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="/files/eZaVOsVusHEI5hg8hVte" alt=""><figcaption></figcaption></figure>

***

### Ongoing Sync Updates

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


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