CRM sync for campaigns
How pitch bont writes campaign activity back to the CRM — every touch becomes an Activity, every reply becomes a logged interaction.
pitch bont closes the loop with the CRM automatically. Every email sent, every LinkedIn touch performed, every reply received gets written to the CRM as an Activity on the matching contact. That way reps in base bont and managers in pure bont see the full conversation history without pitch bont having to be open.
What syncs by default
- Outbound touches — emails, LinkedIn connection requests, InMails. Each becomes a sent-activity entry.
- Replies — inbound responses become inbound-activity entries with full body text searchable in the CRM.
- Status transitions — when a lead exits a sequence (replied, bounced, unsubscribed, completed), an annotated activity logs why.
- Meeting bookings — when a positive reply is classified, pitch bont creates a Meeting activity scheduled for the agreed date if extractable from the reply.
- Manual cold calls — call outcome, follow-up and corrected log entries from Cold Calling are added to the CRM history for the matching lead and related records.
base bont vs. an external CRM
There are two destinations, and they behave differently:
- base bont — if your workspace has base bont, it always receives every pitch campaign event and note automatically. There is no toggle to switch this off.
- An external CRM (HubSpot, Salesforce, Pipedrive, and others) — syncing into an external CRM is controlled by the per-campaign Sync back to CRM toggle and requires a connected CRM.
Mapping fields to your CRM
In Settings → App Settings → CRM Sync you map which pitch fields write into your external CRM's contact, lead and company fields. bont can create and manage the target fields for you, including a managed LinkedIn URL field that writes each lead's LinkedIn profile URL back to the CRM. Because that field was added recently, back-filling it for existing leads requires contacting support.