Setup checklist#
- ☐ Decide the system of record for each field.
- ☐ Sync bi-directionally only for fields that both sides change; otherwise one-way.
- ☐ Push email engagement (replies, meetings booked) into the CRM timeline.
- ☐ Suppress marketing to contacts in active sales conversations.
Audit checklist#
- ☐ Confirm you are not: field-mapping drift after either platform changes schema.
- ☐ Confirm you are not: duplicate contacts created by inconsistent email casing.
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
Which CRM integrates best with email automation?
Depends on your stack. HubSpot bundles both; Salesforce and GoHighLevel rely on connectors. The key is a single contact identifier.