#Sync a TradePilot sales case to TradeGo CRM

After connecting TradeGo CRM in TradePilot, open a reviewed sales case and select “Sync to TradeGo CRM” to create or reuse the matching company, contact, and opportunity.

#Who this is for

Use this guide when an inquiry is ready for ongoing customer and opportunity management in your team’s CRM.

#Prepare the sales case

Before syncing, make sure the sales case has an identifiable company or contact and check:

• The company name and, when available, its website or email domain
• The contact name and email address
• How the opportunity name relates to this inquiry
• That your current team is responsible for the customer

If information is missing, return to TradePilot and use “Add customer message” or “Revise requirements” before syncing.

#Connect TradeGo CRM

1. Open TradePilot.
2. Select “Connect applications” at the top of the page.
3. In the CRM section, choose “Connect TradeGo CRM.”
4. Confirm the connection.
5. After the success message appears, close the window and return to the sales case.

If the connection option is missing or fails, confirm your current team and ask your team lead whether your account can use CRM.

#Sync the sales case

1. Open the sales case you want to sync.
2. Check the customer, company, and confirmed requirements again.
3. Select “Sync to TradeGo CRM.”
4. Continue in the confirmation window.
5. Wait for the “Sales case synced to TradeGo CRM” message.

The page shows the CRM opportunity ID after a successful sync. TradePilot keeps the inquiry and sales timeline, while CRM is available for ongoing customer and opportunity management.

#Continue after syncing

You can keep preparing replies, quotation information, and follow-up in TradePilot, or open Smart CRM to work with the matching company, contact, and opportunity. Confirm that you opened the customer you just synced before making changes.

#FAQ

#Do I need to connect TradeGo CRM before syncing?

Yes. In TradePilot, select “Connect applications,” choose “Connect TradeGo CRM” in the CRM section, and return to the sales case after the connection succeeds.

#Can syncing create a duplicate customer?

TradePilot first looks for reusable records, but you should still confirm the company name, website or email domain, and contact email before syncing.

#Where can I manage the customer after a successful sync?

The sales case shows the connected CRM opportunity, and you can open Smart CRM to continue working with the company, contact, and opportunity.