Two-way sync

Two-way sync, or bidirectional sync, is where an automation will mirror data from one system to another, both ways.

The classic example is if you change a phone number of a contact in one CRM, that same contact in another CRM will also be updated with that new phone number. And vice versa.

The system supports building two-way sync automations by connecting two-way sync triggers with two-way sync automations like this:

The conditional checks to determine which trigger emitted data by checking for a non-empty data field:

Typically some data conversions are necessary between the two systems. In the above example, date fields need to be formatted between the two systems.

From the dashboard, a two-way sync automation's sync mappings stored in the database can be viewed and edited if needed here:

Each record shows the mapping between the two systems:

A record can be edited or deleted with the buttons that appear when moused over:

Searching can be performed by record id:

All sync mappings can also be downloaded as a CSV file if needed: