Integration
Database to CRM Sync
Keep your CRM in sync with live database data automatically
Automatically push database records to your CRM whenever data changes. Whether you use Salesforce, HubSpot, or another CRM, this integration ensures your sales and customer success teams always work with accurate, up-to-date information pulled directly from your operational database.
Map database fields to CRM properties, define sync rules, and let AI for Database handle the rest. New records are created, existing records are updated, and your team never has to manually import CSVs or copy-paste between systems again. Sync runs on a schedule or in near real-time based on your needs.
Setup guide
Connect your database
Add your database connection. We support PostgreSQL, MySQL, MongoDB, SQL Server, and more.
Connect your CRM
Authorize AI for Database to access your CRM (Salesforce, HubSpot, Pipedrive, or custom CRM via API).
Map fields
Define how database columns map to CRM properties. AI for Database suggests mappings based on field names and types.
Set sync rules
Choose the sync direction, conflict resolution strategy, and which records to include (all, filtered, or changed only).
Configure the schedule
Run syncs every 15 minutes, hourly, daily, or trigger on database changes for near real-time updates.
Test and activate
Run a test sync with a small batch, verify records appear correctly in your CRM, then activate full sync.
Configuration options
crm_providerThe CRM platform to sync with.
Example: salesforce | hubspot | pipedrive | custom_api
sync_directionWhether data flows one-way or bi-directionally.
Example: database_to_crm | bidirectional
match_keyThe field used to match database records to CRM records.
Example: email
conflict_resolutionHow conflicts are resolved when both sides change.
Example: database_wins | crm_wins | most_recent
sync_filterFilter which records are included in the sync.
Example: WHERE status = 'active' AND created_at > NOW() - INTERVAL 90 DAY
Example workflows
New customer to CRM
Automatically create a CRM contact when a new customer record appears in your database, with plan details and signup date.
Usage data enrichment
Push product usage metrics (logins, feature usage, storage) to CRM contact records so sales can identify upsell opportunities.
Billing status sync
Keep CRM records updated with current billing status, MRR, and payment history from your billing database.
Lead scoring from product data
Sync trial activity data to CRM leads so sales reps can prioritize the most engaged prospects.
Troubleshooting
Duplicate records in CRM
Verify the match_key field contains unique values. Enable deduplication rules in your CRM and check the conflict resolution setting.
Sync fails with API rate limit
Reduce the sync frequency or enable batched updates. Most CRMs have rate limits; AI for Database automatically retries with backoff.
Fields not updating in CRM
Check that the mapped CRM fields are not read-only or locked by workflow rules. Verify the field types match (e.g., string vs. number).
Missing records after sync
Review the sync filter. Records that don't match the WHERE clause are excluded. Check for NULL values in the match key field.