CRM Sync keeps outbound activity and your CRM in agreement without anyone logging anything by hand. Contacts, replies, and activity flow into HubSpot or Salesforce, and deal changes flow back so a customer or an open opportunity never receives a cold pitch.
How it works
You authorize the connection and map your fields once, with no developer and no custom integration work. From then on, contacts, companies, emails sent, replies, and campaign membership write onto the CRM record automatically. The return direction is what protects your pipeline: when a deal moves to a stage you have marked as protected, or a lead becomes a customer, that contact is pulled out of cold campaigns. If a sync fails, Evox reports it rather than leaving you with data that is quietly stale.
Key capabilities
- Native two-way connections for HubSpot and Salesforce.
- Automatic activity logging of sends, opens, replies, and campaign membership.
- Stage and ownership changes from the CRM that suppress, pause, or reroute outreach.
- Account and contact level protection for customers, partners, competitors, and open deals.
- Zapier for other tools, plus a documented REST API and webhooks for custom builds.
- Failed sync alerts, and graceful degradation so campaigns keep running if the CRM disconnects.
Tips
Mark which deal stages count as protected before your first campaign. Suppression only works on the stages you have declared, and negotiation is the one worth setting on day one.