Troubleshooting
CRM sync problems
Recover a disconnected, failed, stalled, or mismatched CRM sync.
Start with the status shown under Settings and Integrations.
Confirm the CRM shows Connected.
If it shows Error or Disconnected, reconnect it.
Review Last sync failed and the provider response.
If the sync is stalled, select Retry failed. The counts row is where the failures are counted.
Select Verify sync accuracy.
If counts do not match, wait for the provider to finish and select Recheck.
Check the saved sync policy when expected contacts, deals, industries, markets, or platforms are missing. Remember that saving the policy does not run a sync.
If a private token was replaced or its access changed, disconnect and connect again with a valid read-write token.