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

• Salesforce Integration Guide

• Attio Integration Guide

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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

1. Select Edit under Accounts - Field Mapping/Contacts - Field Mapping/Deals - Field Mapping

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

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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 to learn how to fix it.

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

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

Note: Syncing can take 15-20 minutes to 24 hours, depending on the segment size.

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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.

• Hover over the icon to see the last sync date.

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Ongoing Sync Updates

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