Module A · CRM Sync SettingsThis is the translation layer between Flow Project and their CRM.
CRM integration blueprint
Control how pipelines, statuses, tags, and fields map into FUB so nothing slips through the cracks.
CRM connection
Status, provider, and sync cadence.
ConnectedLast sync: 5 minutes ago
Provider: FUB
Pull & push updates every 5 min
minutes
Pipeline mapping
Tell Flow Project which CRM pipelines to use for buyers and sellers.
Buyer pipelineFlow pipeline → CRM pipeline
Paste pipeline name or ID from CRM.
Seller pipelineFlow pipeline → CRM pipeline
Paste pipeline name or ID from CRM.
Status mapping
Flow stages on the left. Choose the matching status in your CRM on the right.
Flow stageCRM status
New lead
Contacted
Qualified
Nurture
Appt set
Active client
Closed / Won
Tag mapping
Map Flow labels to CRM tags so agents can filter high-intent and automation-specific leads.
High-intent
Auto-apply
AI qualified
Auto-apply
Unresponsive
Auto-apply
Field mapping
Choose which CRM fields Flow Project should write into for each key attribute.
Full name
Required
Phone
Required
Email
Required
Lead source
Required
Move timeline
Required
Sync health
Config completeness before you unleash this on a real account.
Mapping completeness0%
Some stages, tags, or fields aren’t mapped. Flow Project will still work, but you’ll lose detail in the CRM. Aim for 90%+ before onboarding paying agents.
This config will be used for all automations tied to this workspace.