Here are some things you can look at if you have trouble with syncing of leads from a CRM integration. Sync issues can often be resolved by reviewing the lead data in Unifyr Admin and confirming that it is ready to sync to your CRM.
For some more general troubleshooting tips, see Troubleshooting a CRM Data Sync.
| Check | More Information |
|---|---|
| Does the lead appear in Unifyr Admin? | If the lead does not appear in Unifyr Admin, confirm with the partner that they have registered the lead and that the contact in the partner portal recorded a lead registration event. |
| Does the partner account that submitted the lead have an external ID? |
If the partner account does not have an external ID that links the account to your CRM, the lead will not be picked up for a sync. For information about adding/editing a partner's External IDs, see Managing a Partner's External Identifiers. |
| Are all fields required for the lead to sync to your application completed? | Open the lead record in Unifyr Admin and inspect all fields for required information. If fields required by your CRM are not completed, your CRM will reject the record and the sync will fail. |
| Are all lead values accepted in your application? | Values that are not accepted, are not in the correct format, or contain more characters than allowed in your CRM will cause the record to be rejected by your CRM and cause the sync to fail. |
| Are all objects associated with the lead active in your application? | If associated objects such as Sales Rep, User or Account are inactive, merged or deleted from your application, the sync will fail. |
| Is the lead a duplicate? | If the lead already exists in your CRM and your CRM has rules that reject duplicates, the record will be rejected by your CRM and the sync will fail. |
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