CRM DATA SYNCHRONISATION

Synchronise Your CRM Data
Learn how EazyMatch AI securely synchronises contacts and companies from your CRM and prepares your records for data-quality review.

Your first synchronisation

What Happens When You Sync Your Data?

Your first synchronisation pulls your CRM records into EazyMatch AI, analyses the available information and prepares the insights shown on your dashboard.

Processing time varies depending on the size of your database. As a guide, approximately 10,000 records will typically take around 30 minutes to process.

How it works

Synchronise Your CRM in Three Steps

1

Check Your Setup

Make sure your CRM is connected and, where required, your fields have been mapped correctly.

2

Select Sync Your Data

Click Sync Your Data to begin synchronising and analysing your CRM records.

3

Wait for Confirmation

EazyMatch AI will continue processing your data in the background and notify you by email when it has finished.

Sync Your Data progress stages in EazyMatch AI
The progress bar shows each stage of the CRM data synchronisation.
You do not need to keep the page open

Once you have selected Sync Your Data, you can leave the page or close your browser. The synchronisation will continue in the background.

Dashboard results

What You Will See After Synchronisation

When processing is complete, your main dashboard will provide an overview of the contacts and companies synchronised from your CRM.

Total contacts The number of contact or person records synchronised from your CRM.
Total companies The number of company or organisation records synchronised from your CRM.
Contact score An overview of the completeness of your contact records based on the fields EazyMatch AI checks.
Company score An overview of the completeness of your company records based on the available mapped fields.
Duplicate contacts The number of potential duplicate contact records identified during processing.
Duplicate companies The number of potential duplicate company records identified during processing.
Marketable accounts Accounts that meet your ICP company criteria and already have at least one contact matching your selected job-title criteria.
ICP accounts without a marketable contact Accounts that meet your ICP company criteria but do not currently have a contact matching your selected job-title criteria.

Data-quality scores

Understanding Your Contact and Company Scores

Your contact and company scores are based on the information available within each CRM record. They highlight where important information is missing from the fields used by EazyMatch AI.

These scores give you an overall view of data completeness and help you identify whether contact or company records require the most attention.

Check your field mappings

If a field is mapped incorrectly, populated CRM records may appear to be missing information. Pipedrive users should review their field mappings before synchronising their data.

ICP dashboard insights

Understand Your ICP Account Coverage

After your CRM data has been synchronised, you can configure your Ideal Customer Profile from the Admin Panel. Your ICP results will then appear at the top of the main dashboard.

Marketable accounts These accounts meet your ICP company criteria and already have at least one contact matching your selected job-title criteria.
ICP accounts without a marketable contact These accounts meet your ICP company criteria but do not currently have a contact matching your selected job-title criteria.
Marketable accounts and ICP accounts without a marketable contact shown on the EazyMatch AI dashboard
The dashboard separates ICP accounts that already have a matching contact from those that still need the right person.

These insights show where you already have suitable contacts and where additional contact research or enrichment may be required.

Select Open account list to review the individual accounts included in either result.