Step by step guide to integrating Pick with your CRM for seamless data sync

If you’re tired of copy-pasting leads, double-checking info, or dealing with “broken” integrations that just create more work, you’re in the right spot. This guide’s for anyone who wants their CRM to play nice with Pick—without hiring a consultant, spending a week on setup, or getting burned by marketing hype.

We’ll walk through the actual steps to connect Pick to your CRM, get data flowing smoothly, and avoid the common traps most guides gloss over. Whether you’re tech-savvy or just the “default IT person” at your company, you’ll get a clear, honest take on what works, what to skip, and how to avoid headaches down the road.

Before You Begin: What You Actually Need

Let’s get real about prep. Don’t start clicking through menus until you have:

  • Admin access to both Pick and your CRM (not just “user” rights)
  • A list of the fields you actually want to sync—not just “everything”
  • A little uninterrupted time (this isn’t a coffee-break task)

Pro Tip: If you’re not sure what fields matter, start small. You can always expand later.

Step 1: Figure Out What Data Matters (and What Doesn’t)

Don’t just sync everything “because you can.” That’s how you end up with a tangled mess of duplicate contacts and useless notes.

  • Ask yourself: What’s the minimum data you need from Pick in your CRM? Usually it’s stuff like name, email, meeting time, maybe company.
  • Write it down. Literally. This will save you later.
  • Decide if you want 1-way (Pick → CRM) or 2-way sync. Most folks only need 1-way, unless you’re doing complex workflows.

What to skip: Don’t bother syncing fields you never use. More data = more breakage.

Step 2: Check Integration Options

Pick supports a few different ways to connect, depending on your CRM and plan:

  • Native integrations (e.g., Salesforce, HubSpot): Easiest, but sometimes limited.
  • Zapier/Make (formerly Integromat): Good for most folks, but can get pricey if you need lots of “zaps.”
  • Direct API: Flexible and powerful, but only if you have dev resources.
  • CSV Export/Import: Old-school, but works when all else fails.

How to choose: - If you see your CRM listed inside Pick’s integration settings, start there. - If not, check Zapier/Make next. - Only mess with APIs if you’re comfortable with code.

Pro Tip: Native integrations are often more reliable, but don’t always support custom fields.

Step 3: Connect Pick to Your CRM

Let’s walk through the two most common ways—native and Zapier. If you’re going the API or CSV route, skip to Step 6.

A. Using Native Integration

  1. Log into Pick.
  2. Go to “Settings” > “Integrations.”
  3. Find your CRM and click “Connect.”
  4. You’ll be prompted to log into your CRM account—grant Pick permission.
  5. Map fields: This is where your list from Step 1 pays off. Only map what you need.
  6. Choose sync direction (usually Pick → CRM).
  7. Save and run a test sync.

What can go wrong: Sometimes there’s a “connected” message but no data flows. Double-check permissions, and make sure the integration is enabled on both sides.

B. Using Zapier (or Make)

  1. Create a free Zapier account (or log in).
  2. In Zapier, set Pick as the trigger app (“New Meeting” or similar).
  3. Set your CRM as the action app (“Create Contact,” “Add to Deal,” etc.).
  4. Map fields—again, keep it lean.
  5. Test the zap with real data.
  6. Turn it on.

Heads up: Free Zapier plans have limits on tasks per month. If you’re syncing a lot, you’ll need to pay.

Step 4: Set Up Field Mapping (Don’t Skip This)

This is where most integrations get messy. Take your time.

  • Match fields logically. “Full Name” in Pick should go to “Name” in CRM, not “Notes.”
  • If your CRM has required fields (like “Lead Source”), set a default value.
  • Skip fields you don’t actually use.

Watch out for: Custom fields in your CRM may need to be set up manually before Pick can see them. Go check.

Pro Tip: Run a test with a fake contact first. It’s easier to clean up test data than angry real leads.

Step 5: Test Everything—Twice

Never trust that “Integration Successful” banner. Always check:

  • Did the data actually show up in your CRM?
  • Is it in the right place, with the right formatting?
  • Are there duplicates?
  • Did anything break existing workflows or automations?

What to do if you spot issues: - Go back to field mapping and fix. - Check if you need to enable extra permissions. - Sometimes, logging out and back in (on both sides) fixes it. Annoying, but true.

Step 6: Set Up Ongoing Sync (and Avoid Surprises)

Most integrations let you choose between:

  • Instant sync (real-time): Great, but can eat into your task limits.
  • Batch/daily sync: Good enough for most, and less likely to break your CRM.

Pro Tip: If you’re using Zapier or Make, keep an eye on your monthly task limits. Blowing past them can get expensive.

Step 7: Monitor and Maintain

Integrations aren’t “set and forget.” Make a habit of:

  • Spot-checking synced data weekly (at least at first)
  • Watching for error emails or disconnects (they happen)
  • Reviewing field mapping if you add new fields later

What to ignore: You don’t need fancy dashboards or “integration health scores.” Just check the actual data in your CRM.

Step 8: Troubleshooting Common Headaches

Even the best integrations break sometimes. Here’s what usually goes wrong—and how to fix it:

  • No data syncing: Double-check permissions and re-authenticate both apps.
  • Duplicate contacts: Tweak your matching rules (e.g., use email as the unique ID).
  • Weird characters or broken formatting: Check if fields are set to plain text, not “rich text” or HTML.
  • Data missing in CRM: Make sure you mapped all required fields, and that you’re not hitting API limits.

Still stuck? Most vendors have actually decent help docs, or you can reach out to support. Screenshots help.

Step 9: Expand (But Don’t Overcomplicate)

Once things are stable, you can:

  • Add more fields if you really need them
  • Trigger automations based on Pick data (e.g., assign leads, send follow-ups)
  • Share your setup with teammates—write it down so you don’t have to reinvent the wheel

But don’t fall into the “integration rabbit hole.” More complexity means more stuff to break. Start simple, see what helps, and only add what you actually need.

Wrapping Up: Keep It Simple, Check Your Work

Integrating Pick with your CRM isn’t rocket science, but a little planning goes a long way. Focus on syncing only what matters, test with real data, and don’t trust any integration to “just work” forever. The best setups are boring, reliable, and make your workday easier—not more complicated. If you keep things simple and check your work, you’ll spend less time fixing broken data and more time actually using it.

Now, go get your data flowing—and don’t be afraid to iterate as you learn what you really need.