Customer Sync
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When the Cycle team handles your customer sync integration, getting started is as simple as two steps:
If your integration was set up before May 1, 2025, reinstall the CRM integration in Cycle to ensure proper permissions. Do this by first removing the plugin and then following the steps to set it up again.
Go to “Workspace settings” (or type "g" then "s")
Select Integrations from the Settings menu.
Click Add integration, choose Salesforce or HubSpot, and follow the on-screen prompts.
You can skip any feedback related steps if you only need the customer data sync.
Once the integration is active, please let us know:
Fields to Import Which columns (e.g. Account Name, Close Date, Custom Field XYZ) you want synced.
Data Filters Any criteria (e.g. only “Closed Won” opportunities, or contacts created after Jan 1, 2024).
After you provide these details, we’ll deliver the first historical import for your review. You can then:
Verify that all fields and records look correct
Adjust filters or import mappings if necessary
Once approved, we setup up your continuous customer sync and you can enjoy the freshly synced customer data!
Feeling a bit more techy and are you not scared of spending a few days on making the sync yourself? You can use the following guide to setup your customer sync yourself!
