How CRM sync works
Connecting your CRM brings your live deals into Playwise HQ, so reps see real opportunities next to the battlecard for the competitor they’re up against — and win/loss outcomes flow back to your CRM. Playwise HQ works with Pipedrive, HubSpot, Salesforce, Monday, and Zoho.
What syncs
Section titled “What syncs”- Sales accounts (companies)
- Opportunities (deals)
- Contacts
- Win/loss records
Supporting reference data — industries, opportunity stages and types, and win/loss reasons — is matched up during setup so records line up correctly between the two systems.
Staying current
Section titled “Staying current”Once connected, changes flow both ways in near real time: update a deal in your CRM and Playwise HQ reflects it within moments, and win/loss outcomes captured in Playwise HQ flow back to your CRM. There are no manual imports or scheduled syncs to wait for.
Sync begins the moment you complete setup. Your existing CRM records come across as they are created or updated from that point on, so the picture fills in as your team works rather than all at once.
Good to know
Section titled “Good to know”- Connecting, configuring, and disconnecting a CRM is admin-only. Reps simply see the synced results.
- You connect each CRM once. To connect a specific platform, follow its setup guide.