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Data sync
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By Michael
By Michael
Bring in contacts from anywhere (Google Sheets, webhooks, CSV, forms) and file them automatically.
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.
Automatically file your contacts: pipeline stage and folder
📍 Where to find it: Data Sync → (any source) → "Where to file the contacts" block Each Data Sync source can send the created contact to a destination: a stage in your pipeline (Leads kanban) and/or a contact folder. This is the "router" shared by all sources. How it works When a contact comes in (a new row in a Sheet, an inbound link submission, an imported row, a form response), Madyis Hub places it in the chosen pipeline stage and adds it to the chosen folder. Adding to the folder is duplicate-free: even if the same row comes through again, the contact is added only once. Putting a contact in a folder emits a signal that can enroll it, once and for all, in the Flow associated with that folder. Step by step 1. Open any source in "Data Sync" (Google Sheet, Inbound link, Import a list, or a form's destination). 2. Find the "Where to file the contacts" block. 3. Choose a "Pipeline stage" (or "Do not put in the pipeline"). 4. Choose an existing "Folder", "No folder", or "New folder…". 5. If you choose "New folder…", enter its name (it will be created automatically). 6. Save: contacts from this source will now be filed this way. Good to know - You can choose only a stage, only a folder, both, or neither. - If you choose no destination, the contact is created but not filed anywhere. - The folder is the element that can trigger a Flow: it is the bridge between Data Sync and marketing automation. - Filing is "best effort": if it fails, it never blocks the creation of the contact nor the receipt of the data.
Connect a Google Sheet to create contacts automatically
📍 Where to find it: Data Sync → Google Sheet Connect a Google Sheet to Madyis Hub: each new row of the spreadsheet becomes a contact in your CRM, re-read automatically every few minutes. How it works You paste the CSV export link of your Google Sheet. Madyis Hub analyzes it to detect the columns (name, email, phone…), then a robot re-reads the spreadsheet about every 5 minutes. For each new row, it creates or updates the matching contact, without ever creating a duplicate, and files it according to the chosen destination. You can add filters (e.g. only import rows from a certain city) and apply an automatic tag. Step by step 1. In Google Sheets, open "File → Share → Publish to the web", then publish the sheet in "Comma-separated values (.csv)" format and copy the link you get. 2. In Madyis Hub, go to "Data Sync" then click the "Google Sheet" card. 3. Click "New", give the sync a name, paste the link into the "Source" field and click "Analyze". 4. Check the detected columns and, if needed, indicate the phone column. 5. Leave the default action "CRM" (create the contact); sending messages is now done in Flows. 6. In "Where to file the contacts", choose the pipeline stage and/or the folder. 7. Optionally add an automatic tag and filters, then save and activate. Good to know - The link must be a public CSV export link: a classic "view" sharing link is not enough. - The sync reads NEW rows: do not delete old rows to "restart", it will not recreate contacts that have already been processed. - To check without sending anything, use the test button (simulation) which shows what would be done. - For large, recurring volumes, the Google Sheet is the best option (unlike one-off import, which is capped). - The default country code (e.g. 33) converts national numbers (06…) to international format.
The inbound link: a single URL for Make, Zapier, n8n, Calendly, Stripe…
📍 Where to find it: Data Sync → Inbound link The inbound link is a single URL you paste into another tool (Tally, Calendly, Stripe, Make, Zapier, n8n, a site form…): each time it sends data, a contact is created in Madyis Hub. How it works Madyis Hub generates a secret web address for you. When an external tool sends data to it (name, email, phone and any other field), Madyis Hub automatically detects the known fields, creates or updates the contact, files the rest in its custom attributes, applies the chosen tag and routes it to the configured destination. The address itself acts as a password: there is no app to create and no validation to pass. Step by step 1. In "Data Sync", click the "Inbound link" card. 2. Click "New", give it a name (e.g. "Site contact form"). 3. Optionally choose an automatic tag and a default country code. 4. In "Where to file the received contacts", choose the pipeline stage and/or the folder. 5. Save, then click "Copy" to get the full URL. 6. Paste this URL into the "webhook" field of your external tool (Make, Zapier, Calendly, Stripe, Tally…) and configure it to send the name, email and phone fields. 7. Run a test from the tool: the card shows the number of contacts received and the date of the latest one. Good to know - The URL IS the secret: do not publish it in plain text on a visible web page. - If you pause the link ("Active" unchecked) or delete it, it stops accepting data immediately. - All unrecognized fields are kept in the contact's custom attributes: nothing is lost. - This is the ideal option for hooking up hundreds of tools via Make/Zapier/n8n without a dedicated connector.
Import a contact list (copy-paste or CSV file)
📍 Where to find it: Data Sync → Import a list Import a contact list all at once: paste emails or phone numbers (one per line) or import a CSV file, then choose where to file these contacts. How it works You paste text or choose a .csv file (read directly in your browser). Madyis Hub creates or updates each contact, automatically detects the columns, applies the optional tag and files everything to the chosen destination. It is a ONE-OFF import: it processes up to 500 rows at a time and gives you a summary (imported, skipped, truncated). Step by step 1. In "Data Sync", click the "Import a list" card. 2. Paste your list into the text area, OR click "Import a CSV file" and choose your file. 3. If you paste a simple list, put one email or one phone number per line; for a CSV, the 1st line must contain the column names (email, name, phone, city…). 4. In "Where to file the contacts", choose the pipeline stage and/or the folder. 5. Optionally add a tag and a default country code. 6. Click "Import" and read the summary shown. Good to know - One-off import only: for automatic and continuous updating, use the Google Sheet sync instead. - Limit of 500 rows and 2 MB per import: split large files into several imports. - Rows with neither an email nor a phone are skipped (counted in the summary). - Excel files must first be saved in CSV format.