Data Sync: bring your contacts in from anywhere

📍 Where to find it: Data Sync

Data Sync is the entry point of your CRM: it brings your contacts in from any source (Google Sheet, inbound link, CSV file, forms on your site), then automatically files them in the right stage of your pipeline and the right folder.

How it works

The home page shows a grid of cards, one per contact source. You choose where your contacts come from (Google Sheet, inbound link, import a list, my forms), then you configure that source. Whatever the source, Madyis Hub detects the name, email and phone all by itself, creates or updates the contact, and applies the destination you chose. No technical skills required.

Step by step

1. In the left menu, "Reach your customers" section, click "Data Sync".
2. Read the question "Where do your contacts come from?" and look at the 4 cards.
3. Click the source that matches your need (Google Sheet, Inbound link, Import a list, or My forms).
4. Configure the source, then choose where to file the contacts (pipeline stage and/or folder).
5. The "All sources" link at the top brings you back to the grid at any time.

Good to know

• This is an administrator feature: you must be an account administrator to access it.
• All sources share the same filing logic: learn it once and it works everywhere.
• Filing a contact in a folder can trigger a Flow automatically: handy for following up with a new lead without lifting a finger.