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Contacts Not Syncing from CRM

How to fix sync issues between your CRM and Better Email

Written by Lee Adkins

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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