How do clients sync from my CRM?
Last updated: February 10, 2026
Answer
When you connect a CRM (Salesforce, Redtail, or Wealthbox), Focal automatically syncs your client contacts. CRM-synced clients show a CRM badge (e.g., a Salesforce cloud icon) next to their name in the Clients list.
How it works
After connecting your CRM in Settings > Integrations, Focal imports your client contacts and keeps them in sync. When you record a meeting, Focal can automatically match participants to your CRM contacts.
Good to know
- CRM-synced clients show a platform badge (e.g., Salesforce cloud icon) next to their name.
- Edits made to CRM-synced clients in Focal may be overwritten on the next sync from your CRM.
- The "Add Client" button may be disabled when clients are managed through a CRM integration.
- User-level CRMs (Salesforce, Redtail, Wealthbox) are connected in Settings > Integrations. Firm-level CRMs are configured by your Admin under Admin > Firm integrations.