The Sync CRM step is a manual step you have to complete. It triggers the initial sync between your CRM and Dealcode by pulling all relevant CRM data into our system.

Click the toggle switch to get it started.

Once activated, Dealcode will start synchronising with your CRM which will take a moment - depending on the data from your CRM history. You can close the browser tab. Once completed, we will inform you via email that everything has been successfully synced and you can continue with the next step: Select pipelines.