Pipeline · Ervona Desk
Your pipeline updates when someone replies
Stage Sync watches a running campaign for warm replies. The moment one lands, it writes a field on the matching record in your CRM — no send to trigger it, no human to click it.
Turning it on
- In the Desk portal, connect Salesforce or HubSpot from the CRM tab, and have at least one campaign running.
- Open the Stage Sync tab, under Campaigns.
- Pick the campaign, the exact CRM field's API name (not its label — for example
Statuson Salesforce, orhs_lead_statuson HubSpot), and the value to write. - Click Add Stage Sync. From then on, a warm reply on that campaign writes the field automatically.
Add as many as you like, one per campaign. Edit or remove any of them from the same tab, anytime.
The promises it keeps
- It only fires on a genuine warm reply to a Desk-sent campaign message, never on a send, an open, or a bounce.
- It writes exactly the field and value you configured, nothing else on the record is touched.
- Works on either connected CRM, Salesforce or HubSpot.
Stage Sync is part of Ervona Desk, and needs a connected CRM plus a running campaign before you can add one.