Lead export status

Every lead shows which CRMs it was exported to, icons right in the list and detail, updated in real time.

Every lead remembers which CRMs it has been exported to. No digging through sync logs, the status is visible at a glance.

#Where you see it

  • Leads list, the Export column with icons of your connected CRMs (RAYNET, HubSpot, Pipedrive, eWay-CRM, Dynamics 365, Outlook, Salesforce). Hover to see the date of the last export.
  • Lead detail, the Exported to CRM section with icons; a lead with no exports shows "Not exported yet".

The status updates immediately after a sync, no page refresh needed.

#How the status is written

All export paths write the status:

  • Sync from the lead detail, the Sync button pushes the lead to all enabled CRMs,
  • bulk sync, select leads → Sync to CRM,
  • automatic sync on lead capture (when enabled in the integration).

A failed export never shows as success, error details live in the integration's sync logs.

  • Individual CRM setup guides live in the Contact export to CRM section of these docs.
  • CSV exports (Excel/Outlook) don't affect the status, it tracks CRM syncs only.