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Syncing to Your CRM

September 4, 2026

Push your Conextly pipeline into the CRM your team already runs on — what syncs, how to avoid duplicates, and how to keep LinkedIn outreach and your CRM in step.

Syncing to Your CRM

Conextly is where LinkedIn prospecting happens; your CRM is where the rest of the deal lives. Syncing keeps the two in step, so a prospect you found and messaged on LinkedIn shows up in the system your team runs on — without anyone retyping anything.

What syncs

  • Contacts. Prospects you save become contacts in your CRM, with their role, company, and LinkedIn profile.
  • Activity. Connection requests, messages sent, and replies flow through as logged activity, so the CRM reflects what actually happened on LinkedIn.
  • Stage. Where someone sits in your Conextly pipeline maps to your CRM's stages, so both tell the same story.

The point is a single source of truth. Your LinkedIn outreach stops being a silo that only you can see and becomes part of the pipeline your whole team works from.

Keeping it clean

  • Match on identity, not just name. Sync matches people by their LinkedIn profile and email where available, so you don't create a second "John Smith" who's already in the CRM.
  • Decide the direction. Choose whether Conextly creates new CRM records, only updates existing ones, or both — so a prospecting tool doesn't flood your CRM with contacts your team hasn't qualified.
  • Map your stages once. Line up Conextly's pipeline stages with your CRM's stages at setup, and the mapping holds from then on.

A sensible workflow

  1. 1.Prospect in Conextly. Find, track, draft, and approve — the LinkedIn work lives here, where it's built to be safe and personal.
  2. 2.Sync qualified prospects to the CRM. Once someone replies or shows real interest, they belong in the CRM as a proper lead or opportunity.
  3. 3.Run the deal in the CRM. Calls, proposals, and close happen in the system built for them.

You don't have to sync every cold prospect from day one. Many teams keep early-stage prospecting in Conextly and push people to the CRM once there's a live conversation — which keeps the CRM clean and the reps focused.

Why this matters

Manual re-entry is where LinkedIn outreach usually breaks down — reps do the prospecting, never log it, and the pipeline is invisible to everyone else. Sync closes that gap. Managers see what's happening on LinkedIn, handoffs don't drop context, and nobody spends their evening copying names into the CRM.

See Teams, Seats & Roles for how sync works across a team.

Frequently asked questions

What does Conextly sync to my CRM?
Contacts (with role, company, and LinkedIn profile), activity (connection requests, messages sent, and replies as logged activity), and pipeline stage (mapped to your CRM's stages). The result is a single source of truth, so your LinkedIn outreach becomes part of the pipeline your whole team works from instead of a silo only you can see.
How does sync avoid creating duplicate contacts?
It matches people by their LinkedIn profile and email where available rather than just name, so it won't create a second record for someone already in your CRM. You can also choose whether Conextly creates new records, only updates existing ones, or both.
Do I have to sync every prospect?
No. Many teams keep early-stage prospecting in Conextly and push people to the CRM once there's a live conversation — someone replies or shows real interest. That keeps the CRM clean and reps focused, while still capturing the outreach that led to the conversation.

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