What syncs to my CRM, and what does not?
Download MarkdownSyncs from CloseMagnet into your CRM: buyers write back to their contacts (about 30 buy-box fields plus standard address), offers push a note onto the buyer's contact, and lifecycle tags (buyer active/not active, and seller in-con
Syncs from CloseMagnet into your CRM: buyers write back to their contacts (about 30 buy-box fields plus standard address), offers push a note onto the buyer's contact, and lifecycle tags (buyer active/not active, and seller in-contract/closed/lost) are kept current. Properties sync from the CRM into the platform. Empty fields are never pushed as blanks, so a sync never wipes a value you already have.
What does not sync: opportunity and pipeline stages (no stage sync in either direction) and deletes (deleting in one system does not delete in the other; DNC buyers are suppressed, not removed). Dedupe keys buyers to the CRM contact ID, CSV imports upsert by phone, directory reveals merge by directory record, and Get Buyers de-duplicates known buyers before contact matching whenever possible.
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