CRM Contact Sync to DataTable

CRM Contact Sync to DataTable

Keep your local DataTable in sync with your CRM contact list — no manual exports, no stale pipeline data. This template polls your CRM REST API every weekday morning, normalises each contact record, and writes it to a Heym DataTable so every downstream workflow reads fresh, consistent data.

What this workflow does

1. DailySync fires on weekdays at 06:00
2. FetchContacts calls your CRM contacts endpoint and retrieves up to 100 records per run
3. IterateContacts loops over each contact one by one
4. MapContactRow normalises CRM field names into a clean schema — email, full name, company, job title, lead status, and CRM ID
5. SaveContact inserts each record into a Heym DataTable, stamping a synced_at timestamp
6. SyncSummary confirms the full run is complete once all contacts are processed

Use cases

• Mirror your CRM contacts locally for fast queries without hitting API rate limits
• Feed lead scoring, enrichment, or outreach workflows from a single source of truth
• Build a lightweight contact audit trail with per-record synced_at timestamps

Setup

1. Replace the FetchContacts URL with your CRM's contacts API endpoint (HubSpot, Pipedrive, Salesforce, or any standard REST CRM).
2. Add your CRM API key as a Bearer token in the FetchContacts headers field.
3. Update MapContactRow field paths to match your CRM's response envelope (e.g. properties.email for HubSpot).
4. Create a DataTable in Heym with columns matching the mapped schema and paste its ID into SaveContact.