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Overview

Connecting a CRM to Cura gives your team richer context inside every conversation. Typical CRM syncs include contacts, companies, lifecycle fields, and owner mappings so agents can respond with the right information.

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What this integration supports

  • Contact and company data sync
  • Field mapping between CRM and Cura
  • Owner and assignment context for faster handoffs
  • Workflow triggers based on CRM attributes

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Requirements

Before connecting, make sure you have:
  • Admin access in your CRM
  • API/OAuth permissions to install integrations
  • A Cura workspace admin role
  • A field mapping plan (required fields and source of truth)

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Setup

  1. In Cura, go to Settings > Integrations > CRM.
  2. Choose your CRM provider.
  3. Authenticate using OAuth or API credentials.
  4. Select sync scope (contacts, companies, or both).
  5. Map key fields (name, email, phone, owner, lifecycle, notes).
  6. Choose sync direction:
    • CRM to Cura
    • Cura to CRM
    • Bidirectional
  7. Run a test sync and verify records in both systems.
  • Start with read-only or one-way sync.
  • Validate mapping on a small record sample.
  • Enable bidirectional updates only after conflict rules are confirmed.

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Troubleshooting

  • If records are skipped, verify required fields and deduplication keys.
  • If updates overwrite good data, adjust sync direction and precedence rules.
  • If API errors occur, rotate credentials and reauthorize the connector.