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👱 Contact sync: Create cross-app workflows and ensure that fields are never out of sync

Contact sync removes data silos, save you time and generates revenue

Updated this week

If you are a typical SMB your CRM and marketing data is not in sync because your teams work from different apps and they don't have access to the other platform. This results in data silos, out of sync contact fields and makes it difficult to set up cross-app workflows like sending emails when a deal is won.

You are likely doing it manually or have tried setting it up via Zapier or through a native connector but it either takes too much time, gets too expensive, is difficult to setup or it simply doesn't solve your use case.

With Outfunnel you can easily create a two-way link between your contacts and update data in real-time based on changes in either app. This removes data silos and makes your sales and marketing apps talk to each other so you can focus on generating revenue.

Unlimited customisation

Once you set up a sync you can customise:

  • Direction (one-way or two-way)

  • Syncing all contacts or a sub-set of contacts. Learn more

  • Mapping contact, organization and deal fields (one-way or two-way). Learn more

This allows setting up syncs exactly the way that solves your use case.

Example use cases

The below use cases can be setup between any combination of apps.

1. Trigger automations based on CRM activity

When a deal is marked as "Won" in Pipedrive, the contact is instantly added to an onboarding email sequence in Mailchimp, ensuring new customers get timely next steps without any manual handover.

2. Keep contact data clean and consistent across tools

When a contact updates their email address via a ActiveCampaign preference center, the change is reflected in HubSpot automatically — no duplicates, no manual edits, and no lost leads.

3. Align sales and marketing efforts with up-to-date segmentation

When a sales rep adds a “Product A – Interested” value to a field in Copper, that info syncs to Brevo, enabling marketing to include the contact in a hyper-targeted product drip campaign.

4. Prevent marketing to unsubscribed or opted-out contacts

When a contact unsubscribes from a Klaviyo email campaign, their opt-out status is synced to HubSpot CRM, so sales doesn’t reach out manually and accidentally violate consent or GDPR rules.

5. Capture and qualify leads from inbound forms in real time

When a lead signs up via a Mailchimp form on your website, their details are automatically synced to Pipedrive with the appropriate lead source and owner, ensuring timely and informed follow-up by sales.

6. Sync contacts to Google Sheets for reporting and collaboration

When a new contact is added to Pipedrive, it’s automatically synced to Google Sheets together with person, organization and deal fields, allowing operations or customer success teams to use live CRM data for reporting, filtering, or internal planning — without needing CRM access.

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