Automation Editor
Building Automations
Two-way sync
3 min
two way sync, or bidirectional sync, is where an automation will mirror data from one system to another, both ways the classic example is if you change a phone number of a contact in one crm, that same contact in another crm will also be updated with that new phone number and vice versa the system supports building two way sync automations by connecting two way sync triggers with two way sync automations like this the conditional checks to determine which trigger emitted data by checking for a non empty data field typically some data conversions are necessary between the two systems in the above example, date fields need to be formatted between the two systems from the dashboard, a two way sync automation's sync mappings stored in the database can be viewed and edited if needed here each record shows the mapping between the two systems a record can be edited or deleted with the buttons that appear when moused over searching can be performed by record id all sync mappings can also be downloaded as a csv file if needed