Start a CRM sync (Cloze, Lofty CRM, BoldTrail CRM, and MoxiEngage CRM)

When you have a CRM integration in your account, if your AUTOMATIC SYNC PREFERENCES are enabled, your account will automatically sync contact data daily. However, you can also manually start a sync. 

To initiate a CRM sync in your Rezora account's Contacts page with your already connected Cloze, MoxiEngage, Lofty CRM, or BoldTrail CRM integration, you can follow these steps:

1. Accessing the Contacts Page: Log in to your Rezora account and navigate to the Contacts page. This is typically where you manage your contacts and Distribution Lists

2. Locating the CRM Sync Option: Look for the 'Options' menu on the Contacts page. This menu usually contains various settings and actions related to managing contacts.

3. Initiating the CRM Sync: Within the 'Options' menu, locate and click on the 'Sync [CRM Name] Contacts and Lists' button. This action will take you to a page where you can trigger a synchronization process between your connected CRM system and your Rezora account.

4. Confirmation and Monitoring: Once you have initiated the CRM sync, you may receive a confirmation message indicating that the process has started. Depending on the size of your contact list/the number of contacts in your CRM account, this process may take a little time to complete. Head to the Contacts > Import Contacts > CRM Sync History page for more information on the sync.

Note: MoxiEngage "Groups," Lofty "Tags," BoldTrail "Hashtags", and Cloze Segments, Stages, and Tags sync to rezora as Distribution Lists.