# CRM sync: how Delsivo plans to work beside your CRM

> CRM sync for venture funds is planned for a later Delsivo release, and no CRM is connected today. Which CRMs come first is not yet decided: they will be chosen after design partner interviews. Delsivo isn't meant to replace your CRM at first. It holds the evidence behind each deal, and a future sync would pass agreed fields between the two without overwriting either side silently.

Source: https://delsivo.com/integrations/crm-sync · Updated 2026-11-06 · Planned, not available yet

## Key takeaways

- No CRM connection exists today, and none is promised for a specific product.
- CRM import, export and sync are planned for a later release (PRD FR09 and FR24).
- Delsivo keeps the evidence record; your CRM keeps relationships. A sync would link the two.
- Retries must be safe, conflicts shown for review, and disconnecting must keep local history.

## Does Delsivo connect to my CRM?

Not today. Delsivo is at the design partner stage, and the product facts say plainly that it is not a CRM replacement at first and that CRM import and export come later. We won't name a CRM until a connection to it is built, because a list of logos on a roadmap page reads like a promise.

If your fund runs on a CRM now, you can still use Delsivo for what happens between application and decision, and keep relationship history where it is.

## What each tool would own

A likely split, to confirm with design partners

| Record | Kept in your CRM | Kept in Delsivo |
| --- | --- | --- |
| Relationships and contact history | Yes | Only founders and contacts on a deal |
| Applications and decks | Optional link | Yes, with versions and slide citations |
| Thesis fit, evidence and readiness | A summary field, if you want one | Yes, criterion by criterion with sources |
| Claims and evidence labels | No | Yes |
| Stage and decision | Mirrored, if you choose | Yes, with the reason and who decided |

## Rules for CRM sync for venture funds

The PRD sets acceptance rules for every later integration. A CRM sync would have to meet each of them before it ships:

- Idempotent retries: a sync that fails halfway and retries never creates a second deal or contact.
- Conflicts surface for review: if your CRM and Delsivo disagree about a field, a person sees both values and picks one.
- Disconnect stops future sync without deleting authorized local history.
- Referral details are shared only in the fields your fund chooses, as the sourcing requirement asks.

Overwrites follow the same rule as founder answers in the first release: a change to a mapped field needs approval, and the earlier value is kept.

## How CRM providers will be chosen

1. Ask each design partner fund which CRM, if any, it uses and what it would sync.
2. Pick the first provider from those answers, not from a wish list.
3. Agree the field mapping with the funds that will use it.
4. Build it against the rules above, then publish an integration page that says exactly what it does.

Until then, [CSV import and export](https://delsivo.com/integrations/csv-import-and-export) is the planned way to move records between tools.

## Frequently asked questions

### Which CRMs will Delsivo sync with?

That is not yet decided. CRM sync is planned for a later release, and the first providers will be chosen after interviews with design partner funds.

### Do I need to replace my CRM to use Delsivo?

No. Delsivo isn't meant to replace a CRM at first. It covers the work from application to decision and keeps the evidence behind each deal.

### Could a sync overwrite data in our CRM?

Not silently. Conflicts are meant to surface for a person to review, and an approved change keeps the earlier value in the record.

### What happens to synced data if we disconnect?

Sync stops, and history you were allowed to see stays in Delsivo. Disconnecting deletes nothing that is already there.

## Related pages

- [CSV import and export](https://delsivo.com/integrations/csv-import-and-export)
- [Startup claims tracker](https://delsivo.com/features/claim-tracker)
- [Thesis fit report](https://delsivo.com/features/fit-report)
- [Pricing](https://delsivo.com/pricing)