CRM sync

The job: your CRM holds the structured record (company, title, deal or account stage, owner) while Dispatch holds the live signal of the emails, meetings, and notes. This recipe wires the two together. Dispatch pulls CRM fields into your people profiles so its drafts and meeting prep reflect where each relationship actually stands, updates your new-person automation to keep doing it, and can write Dispatch activity back to the CRM so your records stay current without manual data entry.

Touches: People, Automations, CRM connections via Composio or MCP, Inbox, Meetings. Pairs well with Contact priority.

Prep: Connect your CRM from the Connections page. Salesforce, HubSpot, and Nutshell connect through Composio; HighLevel and ActiveCampaign connect over MCP. Connect your email and calendar so Dispatch has activity to sync back.

Set up CRM sync

I've connected my CRM and I want you to work with it. Before changing anything, walk me through the options and ask which ones I want:

    Enrich people — pull company, title, role, deal or account stage, and owner from the CRM into my people profiles, so your drafts and meeting prep reflect where each relationship stands.
    Keep new contacts current — update my new-person automation so that when a new contact appears, you also check the CRM and fold in what's there.
    Write activity back — when something happens in Dispatch (a meeting wraps, an important email, a new contact), log it to the matching CRM record.
    Stay in sync — on a schedule, reconcile the two: refresh CRM fields on my key people and push recent activity back.

Ask me which of these I want, which CRM objects and fields are in scope, and which contacts matter most (for example, my P0-P1 tiers). For anything that writes to the CRM, show me a couple of examples and get my OK before you turn it on. Then set up what I chose and tell me what you changed.

What you'll see back: Dispatch confirms which CRM you're connected to and what you want it to do, then makes the changes: updating people profiles, editing your new-person automation, and creating a scheduled sync automation as needed. Reads happen right away. For anything that writes to the CRM, it shows you examples first, because CRM writes go straight to your CRM (neither Composio nor MCP writes are routed through the permission gate yet), so it's worth scoping what it may change. By default, Dispatch's new-person enrichment draws on your email, calendar, and a web search, not your CRM; the "keep new contacts current" option above rewrites that automation so it consults the CRM too.

Try variants

• "Look up this person in my CRM and update their profile": one-off enrichment for a single contact.
• "Only sync my P0 and P1 contacts; leave everyone else out of the CRM workflow": scope it to the tiers that matter.
• "Every morning, refresh the CRM fields on anyone I interacted with and push yesterday's meetings and key emails back to their CRM records": a scheduled two-way reconcile.