Contact sync keeps your lead base up to date on both sides, with no manual work.
Available on: All plans.
Who can do it: Admin.
How it works
Sync runs in both directions, each with its own mechanism.
| Direction | Mechanism |
|---|---|
| RD Station → Nuvia | Webhook (real time) |
| Nuvia → RD Station | Asynchronous queue (almost instant) |
Changes made in RD Station arrive by webhook right away. Changes made in Nuvia go into a queue and are sent to RD Station shortly after.
Sync direction
You choose which way contacts sync.
| Option | Behavior | Best for |
|---|---|---|
| Two-way | Both sides sync | Teams that edit in both |
| RD → Nuvia | Only RD sends | RD is the main source |
| Nuvia → RD | Only Nuvia sends | Prospecting in Nuvia feeds the CRM |
Synced fields
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Automatic: Name, email and phone (with the default country code applied to numbers without one)
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Configurable: All fields with an active mapping in the Fields tab
The link between each field is defined in the mapping.
Auto-creation
When it's on, new contacts are automatically created on the other platform.
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Go to Settings > Apps > RD Station CRM > Configure > Advanced
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Turn on Contact auto-creation
Monitor contact sync
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Go to Settings > Apps > RD Station CRM > Configure > History
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Filter by Object: Contact (and by direction, status or period, if needed)
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Click any record to open the details panel
Statuses follow the same pattern as the integration (Success, Partial and Failed). When you open a record with an error, the panel shows the message returned by RD Station and the technical details. See How to set up the RD Station CRM integration for what each status means.