Virtuous Activity Sync (Notes)

BetterUnite can automatically sync supported CRM activities to Virtuous as contact notes.

This helps keep your team’s outreach history aligned across systems without manual re-entry.

What this sync does

When enabled, BetterUnite sends eligible activities to Virtuous and records sync status on each activity.

Supported activity types

• Note

• Phone Call

• Meeting

At this time, activity sync is focused on note-style activity records.

Requirements

Before activity sync can run, make sure:

• Virtuous integration is connected (valid API key)

• Activity sync option is enabled in Virtuous integration settings

• The activity is linked to a contact that is matched to Virtuous

How it works

Sync runs on a schedule

A background job checks organizations with Virtuous integration configured and processes activity sync in batches.

Eligible activities are selected

Activities are picked up when they are:

• • Not yet synced, or

  • Previously failed, or

  • Previously synced and later edited (for note updates)

BetterUnite creates/updates Virtuous notes

• New activities create a contact note in Virtuous

• Edited activities can update the existing Virtuous note (when a linked note ID exists)

Status is saved in BetterUnite

• Each activity is marked with sync success or error so it can be retried if needed.

Manual sync from a Contact record page

You can also sync activities directly from an individual Contact record.

Use this when you want to:

• Sync a specific contact immediately

• Re-run sync after correcting contact mapping/details

• Validate one contact before waiting for the next scheduled run

When run from a contact record, BetterUnite syncs eligible activities for that contact using the same activity-type and mapping rules as the scheduled process.

Note formatting in Virtuous

For synced activities:

• Type mapping
  • Note → General
  • Phone Call → Call
  • Meeting → In Person
• Content mapping
  • If title and content both exist, Virtuous note is:
    • Title
    • newline
    • Content
  • If only one exists, that value is used

Retry behavior

Failed activities are not lost. They remain eligible for future sync attempts and can be retried by the scheduled process.

Troubleshooting

Activity did not sync

Check:

Virtuous API key is set

• Activity sync option is enabled

• Activity type is supported

• Contact is matched to a Virtuous contact

Activity synced before, but edits did not appear

Edits sync when the activity already has a linked Virtuous note and the activity was modified after last sync.

Some records fail while others sync

This usually indicates per-record data issues (for example, contact mapping gaps). Failed records remain retryable.

FAQ

Q: Does this sync all activity types?
A: It syncs supported note-style activity types (Note, Phone Call, Meeting).

Q: Is sync real-time?
A: Sync runs via background processing on a recurring schedule.

Q: Do I need to manually resend failed activities?
A: Not always. Failed records remain eligible for retry in subsequent sync runs.