How to sync Audience Agent contacts to your CRM

Last updated: November 11, 2026

Once Audience Agent has found your ideal contacts, you can push those records straight into Salesforce or HubSpot — no manual export needed. Here's how to set up and manage that sync.

Before you start

  • Your Salesforce or HubSpot connector needs to be connected.

  • Field mapping is a client-level setting, so set it up once before turning on sync for individual audiences.

Steps

  1. Set your default field mapping.

Influ2 populates a default mapping for Account, Contact, and Lead objects — for example, in Salesforce, Account name maps to Account name, Website maps to Domain, and Email maps to Business Email. You can edit this mapping, and add or remove fields, mapping each one either from an Influ2-sourced field or to a fixed static value.

  1. Turn on sync for an audience.

Enable the sync toggle on the audience. Records not yet in your CRM start syncing immediately.

  1. Choose your automation option:

You can also map additional custom ownership fields if your CRM setup needs it (standard fields like Created By and Last Modified By aren't available for this).

  1. Click Save.

What you'll see

As each record syncs, you'll see its status right on the audience:

  • Created — a link to the new record in your CRM.

  • Failed — a warning you can hover over to see the raw error from your CRM. Failed records retry automatically once a day.