Skip to main content

Sync list to CRM

M
Written by Mikalai Sushko
Updated over 9 months ago

Syncing lists from DealSignal to your CRM ensures that your CRM data is up-to-date and accurate. All the records from the list are sent to the CRM and could update existing information or add new records.

Sync a list to your CRM

  1. Ensure that CRM is connected and CRM mapping is complete

  2. Open the List that you want to sync.

  3. In the list view, click on the Sync to CRM button.

  4. Configure Sync Settings: In the 'Sync List To CRM' dialog:

    • Select the CRM to sync to.

    • Choose the list to sync.

    • Configure synchronization settings, such as data type, field mapping, and sync options.

  5. Initiate Sync: Click 'Sync To CRM'. A confirmation dialog will appear indicating the sync has been queued. It will require some time to fully sync the list, so come back later to check its status.

Check Sync Status

You could check the status of sync in several possible ways:

  1. Sync Status Column: In the 'Verified Lists' section, the CRM Sync Status column shows the status of each sync. It could be successfully synced, in process, or failed.

  2. Sync Logs: for detailed sync information, go to Settings -> Integrations -> Connected CRM -> Sync Logs tab. Here, you can see each sync job's details, status, and errors if any occurred.

What to do if Sync has failed

  1. Check the CRM report, is it working fine and has not been removed recently? If the issue was here, resync the list selecting the other report.

  2. Go back to CRM settings and check the CRM mapping. If some fields were not mapped properly, resync the list.

  3. If the issue persists, contact DealSignal's support by submitting a ticket. We will try to help you out with this.

Did this answer your question?