CRM Sync

Use Sync CRM to push every new Delphi contact—email and name only—into your external CRM so downstream funnels stay up-to-date without exports.

What it is

Creates a one-way stream from Delphi ➜ your CRM.

• Every time someone appears in your Audience, Delphi creates (or updates) the matching contact/lead record in your CRM.

• No tags, custom fields, or conversation data are sent back or forth—only core contact info.

✅ Tip: Test with internal emails first — connect a sandbox or a small list to ensure contacts land where you expect.

Sync your CRM here →

Go to the CRM Sync section if you're wondering...

• How do I auto-create HubSpot contacts whenever someone chats with my Delphi?

• What’s the simplest way to drop Delphi leads straight into a Salesforce campaign?

• Can I send every new Delphi user into a GoHighLevel pipeline without exports?

• How do I keep my ConvertKit list growing as my Audience grows in Delphi?

• Where do Beehiiv subscribers come from when I connect Delphi?

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✏️ How to use it

1

Click Sync CRM (left of the state toggle) from the Audience page.

2

Choose a provider. A secure OAuth window opens.

3

Follow the provider steps below.

Hubspot

Grant access to Delphi and follow the steps outlined.

Salesforce

Grant access to Delphi and follow the steps outlined....

GoHighLevel

Grant access to Delphi and follow the steps outlined.

ConvertKit

Grant access to Delphi and follow the steps outlined.

Beehiiv

Grant access to Delphi and follow the steps outlined. You will require an API and Publication ID key.

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❓FAQs / Troubleshooting

How often does the sync run, and what happens on the first run?

The sync fires once every morning. On the first run, Delphi pushes all existing Audience members into your CRM. Each subsequent daily run sends only the new contacts that joined since the previous morning, keeping data current without re-processing the whole list.

Can I disconnect later?

Yes, you can disconnect later. Go to the Audience page, click Sync CRM, and then click the trash icon next to the CRM. Existing CRM records remain, but no future contacts will sync.

Which fields are sent?

Email (always) and name (when available). No tags, custom fields, or message transcripts are included in this integration. For that, you'll need to use the Actions API feature (see here).

Can I pull CRM lists back into Delphi?

No, Delphi does not sync your CRM into it. Instead, to bring external contacts into your Delphi, you'll have to use the invite users feature, publish your Delphi and share the delphi.ai link, or use an integration that allows people to access your Delphi.