> ## Documentation Index
> Fetch the complete documentation index at: https://hc.starbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync account data to your CRM

> Write account enrichment, analysis, and scores from Starbridge into your CRM Account object.

Use this flow when you want to write account-level data from Starbridge into your CRM — for example, enrollment or population data, account scores, scoring rationale, or AI-generated account analysis and [summaries](/data/buyer-summary). Once synced, reps can access this data directly on account records without leaving their CRM, or you can reference it in other tools, like AI-generated email snippets in sequencer tools or account briefs in Gong.

<Info>
  This article assumes your CRM is connected and account matching is complete. See [Connect your CRM](/admins/connecting-your-crm) and [Account matching](/integrations/account-matching) if you haven't done these yet.
</Info>

<Steps>
  <Step title="Identify the CRM fields Starbridge should write to">
    Decide which fields on your CRM Account or Company object should receive data from Starbridge. These may be standard CRM fields or custom fields you create specifically for Starbridge data — for example, a custom text field for Account Score Rationale or a number field for Account Score.

    <Note>
      Starbridge will not write to any field unless you explicitly select and map it in a sync column. Identifying your target fields upfront makes the configuration step faster.
    </Note>
  </Step>

  <Step title="Expose those fields to Starbridge">
    Go to **Settings → Integrations**, open your CRM integration, and click **Objects & fields**. Confirm that the Account or Company object and all the fields you want to write to are enabled.

    If any fields are missing, enable them here and save before continuing. See [Connect your CRM](/admins/connecting-your-crm) for step-by-step instructions.
  </Step>

  <Step title="Add an account lookup column to your bridge">
    In your bridge, click **Add enrichment → Configure integration → Pull data from my CRM** and select the Account or Company object. See [CRM enrichment columns](/crm-enrichment-columns) for step-by-step instructions.

    Enable **Account matching** to let Starbridge resolve the right CRM account for each buyer using your org-level account matching settings. This is the most reliable approach — Starbridge maps each Starbridge buyer to the correct CRM account automatically.

    Once the column runs, confirm it's resolving accounts correctly before proceeding. Rows showing **No match** or **Multiple matches** will need attention before the sync column can update them.
  </Step>

  <Step title="Add an account sync column">
    Click **Add enrichment → Configure integration → Send data to my CRM**, select the Account or Company object, and set the sync type to **Update** or **Upsert**. See [CRM enrichment columns](/crm-enrichment-columns) for step-by-step instructions.

    * Update is the right choice here when you're updating existing account records, not creating new ones.
    * Upsert is the right choice here when you're updating existing account records *and* filling out your CRM with additional accounts in your TAM.
  </Step>

  <Step title="Map fields and choose write behavior">
    Map each Starbridge column to the corresponding CRM field. Confirm that data types are compatible — text fields map to text, numbers to numbers.

    For each mapped field, choose a write behavior:

    * **Overwrite** — always writes the Starbridge value, replacing whatever is in your CRM. Use this for scores, enrichment data, and analysis that should always reflect the latest value from Starbridge.
    * **Write if empty** — only fills the field if it has no current value. Use this for fields you want to populate once and not overwrite.

    See [CRM enrichment columns](/crm-enrichment-columns) for step-by-step instructions.
  </Step>

  <Step title="Add run conditions (optional)">
    Run conditions prevent the sync column from firing on rows where it shouldn't. For account syncs, the most common condition is:

    * **Only run if the account lookup column's Record ID is not empty** — this ensures Starbridge only attempts to update accounts it has successfully matched, and skips rows where no CRM account was found.
  </Step>

  <Step title="Run the sync">
    Once your lookup column is resolving accounts consistently and your sync column is configured, create the column run the sync.

    <Tip>
      When adding the sync column, select **Run** **First 5 rows** and run the sync for those only. Check whether the results look correct — field values, write behavior, and account associations. If anything looks off, you can adjust your field mapping or write behavior before running the full bridge. Once you're satisfied, select the column and run for all rows.
    </Tip>

    Each cell will update to show **Success**, **No action taken**, or **Error**.

    Click into any cell to see a history of syncs for that row.
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Sync contacts to your CRM" icon="user" href="/integrations/sync-contacts-to-your-crm">
    Create and update CRM contacts from Starbridge enrichment.
  </Card>

  <Card title="Sync job changes to your CRM" icon="briefcase" href="/integrations/sync-job-changes-to-your-crm">
    Push job change signals and contacts into your CRM for rep actioning.
  </Card>
</CardGroup>