uman can connect to your CRM so your prospect research and outreach activity stay aligned.
CRM context in prospect research
When you open a prospect in uman, it can automatically pull in relevant CRM context so you can see prior interactions, existing deals, and known contacts.
Pushing prospects to your CRM
You can push prospects from uman into your CRM to create or update companies (accounts), contacts, and deals.
When you push a prospect, records are created with “Created by Uman” attribution so it’s easy to track what originated in uman.
Sync outreach activity to your CRM
Outreach sync is manual (on demand), not automatic.
You choose when to sync
You can review what will be synced before it happens
Data safety
uman never deletes records in your CRM. Sync is additive only: it creates new records or updates existing ones with additional information.