CRM
Use CRM Sync to import accounts, contacts, and owner information from your CRM platform. It follows a predefined schema that makes CRM data the same across systems. Use it to keep account reports in one place, segment contacts, and build sales dashboards together with the rest of your workspace.
Current supported sources include:
- HubSpot
All three CRM tables are essential, and App Sync always includes them. App Sync makes the relationships between accounts, contacts, and users automatically.
Available Tables
Each table maps to a well-defined set of fields, so the structure stays the same. App Sync also includes relational fields that connect these tables as necessary.
CRM_Account
Represents companies and organizations tracked in the CRM. Key fields include:
| Field | Description |
|---|---|
| Name | The account or company name. |
| Description | A summary of the account. |
| Industry | The industry classification. |
| Website | The website of the company. |
| Number Of Employees | The company size. |
| Addresses / Phone Numbers | The contact details on record. |
| Remote Fields | Provider-specific fields, kept as JSON. |
Each account links to its Contacts and to the User who owns the account.
CRM_Contact
Represents individual people tracked in the CRM. Key fields include:
| Field | Description |
|---|---|
| First Name / Last Name | The name of the contact. |
| Email Addresses / Phone Numbers / Addresses | The contact details. |
| Last Activity At | When the contact was last active in the CRM. |
| Remote Fields | Provider-specific fields, kept as JSON. |
Each contact links to its Account and to the User who owns the relationship.
CRM_User
Represents CRM users, such as account owners and sales reps. Key fields include:
| Field | Description |
|---|---|
| Name | The name of the user. |
| The email address of the user. | |
| Is Active | Shows if the user is currently active in the CRM. |
| Remote Fields | Provider-specific fields, kept as JSON. |
Each user links to the Accounts and Contacts that the user owns.
Metadata Fields
Each synced table in the CRM category includes a set of metadata fields. These fields track the lifecycle, state, and origin of each record. They show how data flows from the external source into NocoDB. They are important for traceability, debugging, and audit requirements.
App Sync manages these metadata fields automatically. They are read-only.
| Field | Description |
|---|---|
| RemoteId | The unique identifier of the record in the external source system. |
| RemoteCreatedAt | The timestamp when the record was first created in the source. |
| RemoteUpdatedAt | The timestamp of the most recent update in the source. |
| RemoteDeleted | Shows if the record was deleted in the source platform. App Sync uses this especially when the delete behavior is set to Ignore. |
| RemoteDeletedTime | The timestamp when the record was deleted in the source, if applicable. |
| RemoteRaw | The raw payload from the provider for that record. Use it for troubleshooting, verification, or advanced integrations. |
| RemoteNamespace | The origin portal or account in the CRM platform. |
| RemoteSyncedAt | The last timestamp when NocoDB synced this record. |
| SyncConfigId | An internal reference to the sync configuration for this record. |
| SyncRunId | The sync run that last updated this record. |
| SyncProvider | The external service (such as HubSpot) that the record came from. |
Availability
- App Sync is available on NocoDB Cloud (Plus plan and above) and licensed self-hosted deployments (Business plan and above).
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