CRM phonebook sync

Phonebook sync pulls your CRM's contacts into the Exovo phonebook on a schedule, so caller names resolve instantly from the local copy — no per-call CRM round-trip — and the whole company directory is searchable from every phone and the web client.

How it works

Enable phonebook sync in the CRM integration's options (Admin → Integrations → CRM). On each run — every 24 hours by default, configurable, with a Sync Now button for immediate runs — Exovo pages through the CRM's contacts and mirrors them into the phonebook.

The mirror is honest about its direction:

• One-way, CRM → phonebook. The CRM stays the source of truth; edits belong there.
• Synced contacts are marked as CRM contacts and kept separate from manually created phonebook entries — your local contacts are never touched.
• Deletions propagate. Contacts that vanish from the CRM are removed from the mirror after the next full sync; disabling sync (or the integration) cleans the mirrored contacts out entirely.

Interaction with caller-ID lookup

Sync and live lookup complement each other: sync covers the contacts that existed at the last run, live lookup catches contacts created since, and its cached results mirror into the phonebook too. With both on, the common case — a known customer calling — never waits on the CRM at all.

Scale notes

Each run pages through contacts in batches (100 per page by default) with an upper bound in the tens of thousands of contacts. For very large CRMs, consider whether the phonebook truly needs every contact or whether live lookup alone serves better — sync shines for directories that fit comfortably in a phonebook, not million-row customer tables (that's exactly what the database templates with live lookup are for).