uman’s CRM integration is on-demand: nothing is pushed automatically in the background. You decide what to sync, and when.
Update CRM section
In the follow-up view, the Update CRM section shows link indicators for both deals and accounts.
Choose what to sync
Select exactly what you want to push:
deal stage
notes
custom fields
Use Select all to include everything, or Unselect all to start from scratch.
This helps you avoid sending incomplete or premature updates to your CRM.
Syncing to CRM
When you trigger a sync:
you’ll see a progress indicator while it runs
once complete, a View in CRM button appears so you can verify the record directly
Account linking
When syncing a deal, uman also loads the associated CRM account data so relationships stay consistent inside your CRM.
Deal stage sync
Pushing deal stage updates helps keep CRM pipeline reports accurate—especially after meetings when a deal progresses.
Attribution for notes
Notes synced from uman include “Created by uman” attribution so it’s clear what originated in uman vs. what was entered manually in the CRM.