CRM Sync Overview

LostChurn syncs recovery data with your CRM and automation platforms so that every team -- sales, support, success -- has visibility into payment recovery status. This guide covers the shared architecture, field mapping configuration, and links to platform-specific setup guides.

Supported Platforms

How CRM Sync Works

LostChurn's CRM sync is event-driven. When a recovery event occurs (payment failed, retry attempted, recovery succeeded, etc.), LostChurn pushes the update to all connected CRM platforms in real time.

Payment Event → LostChurn Recovery Pipeline → CRM Dispatcher
                                                 ├── HubSpot (contacts, deals, timeline)
                                                 ├── Salesforce (custom objects, Apex webhooks)
                                                 ├── Zapier (REST hooks → 6,000+ apps)
                                                 ├── n8n (webhook triggers → custom workflows)
                                                 └── Custom (outbound webhooks)

Sync Latency

Connecting a CRM

All CRM connections are managed from Settings > CRM in the LostChurn dashboard.

OAuth Platforms (HubSpot, Salesforce)

1. Navigate to Settings > CRM.
2. Click Connect next to the platform.
3. Authorize LostChurn in the OAuth consent screen.
4. You are redirected back to LostChurn with a confirmation.
5. LostChurn automatically creates custom properties/objects in the CRM.

Automation Platforms (Zapier, n8n)

1. Navigate to Settings > CRM.
2. Click Connect next to the platform.
3. Copy the webhook URL or REST hook endpoint provided.
4. Paste the URL into your Zapier Zap or n8n workflow trigger.
5. Select which event types to subscribe to.

For detailed setup instructions, see the platform-specific guides linked above.

Event Types

All CRM sync platforms receive the same set of event types. You can subscribe to all events or select specific types per platform.

Field Mapping Configuration

LostChurn maps recovery data to CRM fields automatically for HubSpot and Salesforce. You can customize these mappings from Settings > CRM > Field Mapping.

Default Field Mappings

Custom Field Mappings

To add a custom mapping:

1. Go to Settings > CRM > Field Mapping.
2. Click Add Mapping.
3. Select the LostChurn source field.
4. Select or create the target CRM field.
5. Choose the sync direction:
   • Push -- LostChurn writes to the CRM field
   • Pull -- LostChurn reads from the CRM field
   • Bidirectional -- most recently updated wins
6. Click Save.

Conflict Resolution

When both LostChurn and the CRM have values for the same field, conflict resolution rules determine which value wins:

Platform-Specific Features

HubSpot

• Contacts: Upserted by email address with custom LostChurn properties
• Deals: Created automatically in a "Revenue Recovery" pipeline with stage progression
• Timeline: Recovery events logged as timeline activities on contacts
• Batch sync: Full re-sync available from Settings for initial data population

See HubSpot Integration for complete setup and configuration.

Salesforce

• Custom objects: LostChurn_Recovery__c object created automatically
• Contact sync: Standard Contact fields plus custom LostChurn fields
• Apex webhooks: Recovery events trigger Apex webhook handlers for custom automation
• Reports: LostChurn data is available in Salesforce Reports and Dashboards

See Salesforce Integration for complete setup and configuration.

Zapier

• REST hook endpoints: LostChurn registers REST hooks per Zap for instant triggering
• Event types: All recovery and campaign events available as Zapier triggers
• Authentication: API key-based authentication using your LostChurn API key
• Actions available: Trigger payment retry, get customer details, list recovery campaigns

See Zapier Integration for complete setup and configuration.

n8n

• Webhook URL configuration: LostChurn sends events to your n8n webhook trigger node
• Example workflows: Pre-built workflows for Slack alerts, email notifications, CRM updates
• Self-hosted support: Works with both n8n Cloud and self-hosted n8n instances
• Webhook guide: Detailed webhook node configuration in the n8n Webhooks guide

See n8n Integration for complete setup and configuration.

Monitoring Sync Health

View the health of all CRM connections from Settings > CRM:

Each connected platform shows:

• Last sync timestamp -- when the most recent event was successfully pushed
• Events synced (24h) -- count of events synced in the past 24 hours
• Error count -- number of failed syncs with expandable error details
• Sync log -- searchable history of all sync operations

Rate Limit Handling

LostChurn automatically respects the rate limits of each connected CRM:

When rate limits are hit, LostChurn queues the updates and retries with exponential backoff. No data is lost. Events are delivered in order once the rate limit window resets.

Disconnecting a CRM

To disconnect a CRM platform:

1. Go to Settings > CRM.
2. Click Disconnect next to the platform.
3. Choose whether to keep or delete LostChurn custom properties/objects in the CRM.
4. Confirm the disconnection.

Disconnecting stops all data sync. Existing data in the CRM is not deleted unless you explicitly choose to remove custom properties.

Building Custom Integrations

If your CRM or automation platform is not listed above, you can build a custom integration using LostChurn's outbound webhooks. Subscribe to the event types you need and process the webhook payloads in your own middleware.

For full webhook payload documentation, signature verification, and retry policy, see the Webhooks API reference.

Next Steps

• HubSpot Integration -- detailed HubSpot setup and sync configuration
• Salesforce Integration -- Salesforce custom objects and Apex automation
• Zapier Integration -- connect LostChurn to 6,000+ apps
• n8n Integration -- webhook-based automation workflows
• Webhooks API -- build custom integrations with outbound webhook events