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Contacts Not Syncing from CRM

How to fix sync issues between your CRM and Better Email

Written by Lee Adkins
Updated over 2 months ago

If your contacts aren't appearing or updating in Better Email, here's how to fix it:

First: Confirm your CRM is connected

Go to Integrations and check that your CRM shows as "Connected."

If it says "Disconnected" or you don't see it listed:

  1. Click Connect next to your CRM

  2. 2. Follow the prompts to authorize the connection

  3. 3. Wait 2-3 minutes for the initial sync

Sync takes a few minutes

After connecting or making CRM changes, it typically takes 2-5 minutes for contacts to appear in Better Email.

If it's been longer than 10 minutes, try these fixes below.

Common sync issues

Follow Up Boss users: Check team member settings

If you're using Follow Up Boss and contacts aren't syncing:

• Go to Team in Better Email

• Confirm your team members are set up correctly

• FUB syncs based on contact ownership in your CRM

Contacts exist in CRM but don't show in Better Email audience

Check if your contacts have:

• Valid email addresses: Better Email only pulls contacts with emails

• Proper tags or list membership: If you're filtering by tags/lists, contacts must have those

• Not opted out: Contacts marked as unsubscribed won't sync

New contacts added to CRM aren't showing

Syncs happen automatically but can take 5-10 minutes.

To force a refresh: Disconnect and reconnect your CRM in Integrations (your existing settings will be preserved).

Follow Up Boss specific: Smart Lists & Tags

Better Email pulls:

• Smart Lists from FUB

• Tags from FUB

• Contact ownership (assigned agent)

If a Smart List isn't showing, confirm it's set to "Active" in Follow Up Boss.

Still not working?

Message Nora in chat with:

• Which CRM you're using

• Screenshot of your Integrations page

• Example of a contact that should sync but isn't

She'll help diagnose the issue!

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