CRM connections
CRM integrations upsert people when outreach events fire, and can pull contacts plus won deals back into Aetrix.
Outbound (Aetrix → CRM)
On a trigger (warm lead, enroll, send, reply, conversion), Aetrix creates or updates the person (and company when the CRM supports it) and can log an activity/note.
Write policy (configure drawer):
| Policy | Behavior |
|---|---|
| Fill blank fields only (default) | Never overwrite a field that already has a value in the CRM |
| Overwrite mapped fields | Replace mapped CRM fields with Aetrix values |
| Create only | Never update an existing CRM record |
You map Aetrix fields (email, first name, last name, company, title, phone, LinkedIn) to CRM properties. Leave a mapping empty to skip that field.
Default fill blanks does not clobber filled CRM fields. Custom list attributes in the CRM are separate from built-in person fields.
Inbound (CRM → Aetrix)
Pipedrive, Salesforce, Zoho, Attio, and Breakcold poll about every 15 minutes. Attio and Breakcold can also register an inbound webhook for faster updates.
Won deals become deal_won conversion events when Aetrix can match the contact email.
HubSpot uses its own OAuth account (not only the generic connection). See HubSpot.
Sync now
Open the CRM card → Sync now to pull immediately.