CRM and Integrations Updated
What is a two way CRM sync?
The short answer
A two way sync keeps records the same in two systems, so a change in either one updates the other. It removes double entry, but it needs clear rules about which system wins when the same field changes in both places.
Key points
- One way sync sends data in one direction only.
- Two way sync updates both systems.
- Each field needs an owner system to prevent conflicts.
- Matching rules prevent duplicate records.
- Error alerts catch records that fail to sync.
Rules to decide before building
- Which records sync, and which do not.
- How records are matched, such as by email or ID.
- Which system owns each field.
- How often the sync runs.
- Who is alerted when a record fails.
Native app or custom integration
Many tools offer a ready made connector. It works well for standard fields. Custom integrations are used when you need custom objects, complex rules, or systems without a connector.
From our team
How Proven ROI helps
Proven ROI builds native and custom two way syncs, including HubSpot with Salesforce, NetSuite, Encompass, Arive, and ServiceTitan.
Talk to a real personCommon follow up questions
- Can a two way sync create duplicates?
- Yes, if matching rules are weak. Clean data and a reliable matching field reduce that risk.