CRM

CRM Sync enables you to import accounts, contacts, and owner information from your CRM platform. It follows a predefined schema that standardizes CRM data across systems, so you can centralize account reporting, segment contacts, and build sales dashboards alongside the rest of your workspace.

Current supported sources include:

• HubSpot

All three CRM tables are essential and always included, with relationships between accounts, contacts, and users generated automatically.

Available Tables

Each table is mapped to a well-defined set of fields to maintain a unified structure. App Sync also includes relational fields that connect these tables as required.

CRM_Account

Represents companies and organizations tracked in the CRM. Key fields include:

• Name – The account or company name.
• Description – Summary of the account.
• Industry – Industry classification.
• Website – The company's website.
• Number Of Employees – Company size.
• Addresses / Phone Numbers – Contact details on record.
• Remote Fields – Provider-specific fields preserved as JSON.

Accounts are linked to their Contacts and to the User who owns the account.

CRM_Contact

Represents individual people tracked in the CRM. Key fields include:

• First Name / Last Name – The contact's name.
• Email Addresses / Phone Numbers / Addresses – Contact details.
• Last Activity At – When the contact was last active in the CRM.
• Remote Fields – Provider-specific fields preserved as JSON.

Contacts are linked to their Account and to the User who owns the relationship.

CRM_User

Represents CRM users, such as account owners and sales reps. Key fields include:

• Name – The user's name.
• Email – The user's email address.
• Is Active – Whether the user is currently active in the CRM.
• Remote Fields – Provider-specific fields preserved as JSON.

Users are linked to the Accounts and Contacts they own.

Metadata Fields

Each synced table in the CRM category includes a set of metadata fields that track the lifecycle, state, and origin of every record. These fields provide transparency into how data flows from the external source into NocoDB and play an essential role in traceability, debugging, and audit requirements.

These metadata fields are automatically managed by App Sync and are read-only.

• RemoteId Unique identifier of the record in the external source system.

• RemoteCreatedAt Timestamp of when the record was originally created in the source.

• RemoteUpdatedAt Timestamp of the most recent update made in the source.

• RemoteDeleted Indicates whether the record has been deleted in the source platform. This is used especially when the delete behaviour is set to Ignore.

• RemoteDeletedTime Timestamp of when the record was deleted in the source, if applicable.

• RemoteRaw Stores the raw payload received from the provider for that record. Useful for troubleshooting, verification, or advanced integrations.

• RemoteNamespace Identifies the origin portal or account in the CRM platform.

• RemoteSyncedAt Last timestamp when NocoDB synced this specific record.

• SyncConfigId Internal reference to the sync configuration used for this record.

• SyncRunId Identifies the specific sync execution run that last updated this record.

• SyncProvider Indicates which external service (such as HubSpot) the record originated from.