> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM sync

> Bring your contacts, companies and deals into Connie from HubSpot, Attio or folk with a live sync, or from Pipedrive, Salesforce, Breakcold and other CRMs with CSV exports.

Already keep your contacts in another CRM? Connie can copy them into [Records](/records/overview) so your lists, workflows and agents can use them. **HubSpot**, **Attio** and **folk** connect as a live sync that keeps pulling in changes. Other CRMs (Pipedrive, Salesforce, Breakcold and more) import from the CSV files you export from them.

**Where:** left sidebar → **Records** → open a list (for example **People**) → **Actions** → **Import** → **Import from CRM** · `https://connie.ai/<workspace-id>/records/people`

<Note>
  The **Import from CRM** quick option in **New** → **New list** only creates an empty list — it doesn't import. Use **Actions** → **Import** → **Import from CRM** inside a list.
</Note>

## Sync HubSpot, Attio or folk

<Steps>
  <Step title="Open Import from CRM">
    Open a list, then **Actions** → **Import** → **Import from CRM**. The dialog asks **Where are you moving from?** ("Connect a supported CRM or import your CSV files.")
  </Step>

  <Step title="Pick your CRM">
    Click **HubSpot**, **Attio** or **folk**. The next screen is **Sync your HubSpot data** (or Attio / folk).
  </Step>

  <Step title="Connect or choose an account">
    Click **Connect HubSpot** (or Attio / folk) and sign in to that app, or pick an account you've already connected. Use **Connect another** to add a second account.
  </Step>

  <Step title="Choose what to sync">
    Pick the objects to bring in — **People**, **Companies** and/or **Deals**. For folk, also choose **Deal pipelines**: "Folk stores deals inside groups. Choose which pipelines should populate Connie Deals."
  </Step>

  <Step title="Map the columns">
    On **Map columns**, check where each CRM field goes. Each **CSV column** / field shows a **Sample value** and a **Map to** choice. Company and deal names must map to the Company and Deal name fields.
  </Step>

  <Step title="Start the sync">
    Click **Start sync**. When the first import finishes you'll see "Synced N HubSpot records and linked M relationships."
  </Step>
</Steps>

After the first import, the sync keeps running on its own:

| CRM | How often new changes come in |
| - | - |
| HubSpot | About every 15 minutes |
| Attio | About every 15 minutes |
| folk | Once a day |

<Warning>
  The sync is **one-way, into Connie**. Edits you make to records in Connie are not sent back to HubSpot, Attio or folk.
</Warning>

## Import from Pipedrive, Salesforce, Breakcold or another CRM (CSV)

<Steps>
  <Step title="Export from your CRM">
    In your CRM, export People (contacts), Companies (organisations/accounts) and/or Deals as CSV files. For Pipedrive, click **View export tutorial** in the dialog for that CRM's instructions.
  </Step>

  <Step title="Open Import from CRM">
    In Connie, open a list → **Actions** → **Import** → **Import from CRM**, then click **Pipedrive** or **Other** (use **Other** for Salesforce, Breakcold and any other CRM).
  </Step>

  <Step title="Upload the files">
    On **Upload your CSV files**, drop in your exports ("Add any People, Companies, or Deals exports. You can import one, two, or all three."). Connie works out which file is which. If it recognises your CRM's export format you'll see "Recognised … formatting — its import rules will be used."
  </Step>

  <Step title="Map the columns and import">
    Check **Map columns**, then continue. Connie links people to their companies and deals for you. You'll see "Imported N records and linked M relationships."
  </Step>
</Steps>

CSV imports are one-off. To pick up later changes, export and import again — your [duplicate rules](/records/objects-and-fields#set-duplicate-rules) stop copies being created.

## Good to know

* **Who can sync:** only workspace **owners** and **admins** can run a HubSpot, Attio or folk sync. See [Members and roles](/workspace/members-and-roles).
* **Duplicates:** CRM imports use the duplicate rules in **Settings** → **Objects** ("CRM imports inherit them"). By default People match on email or LinkedIn URL, and Companies on LinkedIn URL or website.
* **What comes across:** People, Companies and Deals, with the links between them (a person's company, a deal's people).

## Troubleshooting

<AccordionGroup>
  <Accordion title="I clicked Import from CRM in Create a list and it only asked for a list name">
    **Why:** that card only creates an empty list. **Fix:** open a list (for example **People**), then **Actions** → **Import** → **Import from CRM**.
  </Accordion>

  <Accordion title="I can’t start a sync or the sync is not allowed">
    **Why:** running a CRM sync needs the owner or admin role. **Fix:** ask a workspace owner or admin to run it, or to change your role.
  </Accordion>

  <Accordion title="Changes in HubSpot are not showing in Connie yet">
    **Why:** HubSpot and Attio changes arrive about every 15 minutes, folk changes once a day. **Fix:** wait for the next sync.
  </Accordion>

  <Accordion title="I edited a record in Connie and it did not change in HubSpot">
    **Why:** the sync only goes from your CRM into Connie. **Fix:** make the change in your CRM too.
  </Accordion>

  <Accordion title="N relationships could not be matched">
    **Why:** some people, companies or deals point to records that weren't in the import (for example a deal's company wasn't exported). **Fix:** include the related object's file or sync it as well, then import again.
  </Accordion>

  <Accordion title="Choose at least one object to sync">
    **Why:** no object was ticked. **Fix:** tick **People**, **Companies** and/or **Deals**.
  </Accordion>

  <Accordion title="Could not load HubSpot accounts / Could not start HubSpot sync">
    **Why:** the connection to your CRM failed or has expired. **Fix:** reconnect the account (**Connect HubSpot**, or see [Connect accounts](/tools/connect-accounts)), then try again. Contact [support](mailto:support@connie.ai) if it keeps failing.
  </Accordion>

  <Accordion title="Choose a different object for one of the files">
    **Why:** two uploaded files were assigned to the same object. **Fix:** set each file to a different object (People, Companies or Deals).
  </Accordion>
</AccordionGroup>

## Related

* [Import and export](/records/import-and-export) — plain CSV imports and exports
* [Objects and fields](/records/objects-and-fields) — duplicate rules
* [Connect accounts](/tools/connect-accounts) — manage connected apps
* [Records troubleshooting](/records/troubleshooting) — more fixes


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