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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

  1. In the Desk portal, connect Salesforce or HubSpot from the CRM tab, and have at least one campaign running.
  2. Open the Stage Sync tab, under Campaigns.
  3. Pick the campaign, the exact CRM field's API name (not its label — for example Status on Salesforce, or hs_lead_status on HubSpot), and the value to write.
  4. 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

Stage Sync is part of Ervona Desk, and needs a connected CRM plus a running campaign before you can add one.

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