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Check if your company or contact exists in CRM

Gerard avatar
Written by Gerard
Updated over 2 months ago

What do the columns "Contact exists in CRM" and "Company exists in CRM" mean?


These columns indicate whether the contact or company already exists in the integrated CRM.





The criteria for determining this have been configured in the integration settings. You can find more details in our collection 👉🏼 CRM integrations

Note: To use these indicators, the CRM must be integrated.




Information contacts

If a contact already exists in the CRM, the following fields will be available:

  • Owner (contact owner in the CRM)

  • CRM ID (unique identifier in the CRM)

  • Last activity date (date of the last recorded activity)



If additional information is needed, more fields can be synced by following the instructions in the article Sync additional CRM property




Information Companies

If a company already exists in the CRM, the following fields will be available:

  • Owner (company owner in the CRM)

  • CRM ID (unique identifier in the CRM)

  • Last activity date (date of the last recorded activity)

  • Last updated in CRM date (date of the last update in the CRM)

If additional information is needed, more fields can be synced by following the instructions in the article Sync additional CRM property


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