Help
CRM
Common questions about CRM, with links to its docs and limits.
Connecting from code? See the CRM docs. How it works and what each plan includes: the CRM page.
Which CRMs can I connect?
Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command. Most connect with an API key; BoldTrail and CINC connect by signing in at the vendor.
Do I need a database?
No. On every plan, leads can land in a Google Sheet you share with SyncYak: one tab per object, one row per lead, updated by CRM id, with deleted leads marked and your own columns left alone.
If you have a Postgres or MySQL database reachable from the internet, choose it instead for typed views and SQL. Either way the data stays yours.
SyncYak needs permission to create tables and views, and to insert, update and select rows. The connection check tests each one and says which is missing.
How fast do leads sync?
Every lead syncs on every plan; the plan sets the pace. Free writes 100 leads every 60 minutes, Hobby 1,000 every 30 minutes and Business 25,000 every 2 minutes. From Hobby, CRM webhooks deliver changes as they happen.
Can a Google Sheet update my CRM?
Yes, from Hobby. Keep one row per lead in a Google Sheet, matched on the CRM lead id, and map each column header to a CRM custom field. Whenever a row is added or changed, SyncYak writes those values into the lead in Follow Up Boss, Lofty, HighLevel or Cloze. The starter sheet fills the id column with your synced leads, so you only fill in columns.
Can I write data back to the CRM?
From Hobby, map columns of a from_syncyak_ table to CRM fields, and SyncYak writes them onto the matching leads: a lead score, a tag, an assigned agent. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way, into your database.
Still stuck?
Send us a message with the form, or email contact@syncyak.com. A person reads every message and answers by email.