> ## Documentation Index
> Fetch the complete documentation index at: https://help.bitaqa.tn/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync your leads with your CRM

> Send your Bitaqa leads to your CRM automatically or from the Contacts page, then follow each send and retry the ones that failed.

Once your CRM is connected, Bitaqa can send it every new lead automatically, or let you choose which leads to send from the **Contacts** page. The **History** shows each send and lets you retry the ones that failed.

> [!NOTE]
>
> Start by [connecting your CRM](https://help.bitaqa.tn/en/integrations/connect-crm.md).

## Automatic sync

When **Automatic sync** is on, new leads go to your active CRMs by themselves. When it is off, send your leads from the **Contacts** page.

Only the company owner can turn automatic sync on or off, from the **Integration CRM** page.

If **Also send later edits** is on for that CRM, a lead edited in Bitaqa is also updated in the CRM.

## Send leads when you choose

**1. Open Contacts**

Click **Contacts** in the left menu.

**2. Choose to send**

Open the export menu, then click **Send to a CRM**.

**3. Pick the CRM**

Choose the destination CRM. A message confirms how many leads were sent.

> [!NOTE]
>
> A lead already sent in the last minute is skipped, to avoid duplicates.

## Follow each send

On the **Integration CRM** page, click **Manage** on a CRM's card, then scroll down to the **History**. For each operation, you see:

* the **Lead** and who it was **Captured by**;
* the **Event** (new lead, lead edited, test event) and **How it was sent** (automatic or by hand);
* the **Status**, the number of **Attempts** and any **Error**;
* the **Data sent**, field by field.

![Page of a connected CRM with its buttons, Fields and sync, Who can manage and the History of sends](https://mintcdn.com/bitaqa-tn/QpKjt0VIGeraqOiP/images/screen-shot/en-crm-manage-history.png?fit=max\&auto=format\&n=QpKjt0VIGeraqOiP\&q=85\&s=250b4fc547ee8c092dd935b87b0321ea)

Click **Open in** followed by the CRM's name to see the record that was created.

## Retry a send

* Click **Retry** on a failed operation. The lead is sent again, and it is never created twice in the CRM.
* For several operations, select them, then click **Retry failed** or **Send again**. Each lead is sent with its current data and updates its record.

The connection must be active to retry a send.

## Frequently asked questions

> [accordion] The lead score is not up to date in my CRM
>
> The score is calculated right after the lead is captured. Turn on **Also send later edits** so the updated score reaches your CRM.

> [accordion] "Ask the company owner to reconnect"
>
> Access to the CRM has expired. Only the owner can click **Reconnect**.

> [accordion] Sync is paused
>
> The connection was paused. Open **Manage** on the CRM's card, then click **Activate**.


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