Skip to main content

Lost in Sync? Fixing Integration Data Tracking Problems.

Mahesh Nayak
  • Updated

Businesses integrating their CRM systems often face challenges in accurately tracking and syncing data across platforms. Discrepancies in data flow, delayed syncs, or missing information can lead to misinformed decisions, customer service issues, and operational inefficiencies. Identifying the root causes of these data sync issues is crucial to ensure seamless integration, data consistency, and better business outcomes.

To address these challenges, we have developed a solution that allows users to identify and track if the data (surveys, events, and notes) for a specific contact was synced from the CallHub system to their CRM. 
If you have integrated your CallHub account into a CRM, you can view the sync status in the "Results" tab of your campaign. View all available integrations here. 
By navigating to Campaigns > Choose the Campaign > Results and Filters, you can choose the filter Integration sync status to determine the status of the data sync (surveys, events, and notes) for each contact.  
From the Integration Sync status filter, you can view the results for the successfully synced contacts or those that Failed. 
The data for these contacts will be visible in the "Integration Sync Status" column in the results table. The status of the contacts will be marked as either Successful or Failed.

What does the FAILED status mean?

The contacts whose sync status is Failed are Failed if one of the data points did not sync back to the respective integration.
It could be a Survey response, an RSVP, or Notes. You can hover over the Failed status in the Results table to view the reason for the contact sync failure.
This section displays the name of the CRM integrated, the error response, and the last synced time and date. While the system currently does not allow you to re-sync the data from your end, we are working towards making the sync status more intuitive so the error tracking and data sync can be more effective. This will be available in our enhancement updates. 
Until then, you may reach out to the Support team with the details of the contacts that are labeled Failed, and we will resolve them for you. 

Who can see the Integration Sync status?

All the users who have connected at least one CRM to their CallHub account can see the Integration sync status in the "Results" of the campaign. However;

1. For all the integrations "except" Salesforce, you need to have at least one "Survey" or "Event" from the integration added to your campaign to view the sync status of the contacts to the CRM. 

2. For Salesforce, you need only to connect your account to the Salesforce CRM, and the system will display the sync data seamlessly. 

Have queries or suggestions? Please feel free to contact us at support@callhub.io or create a ticket from the Support Center.

Related articles

Comments

0 comments

Please sign in to leave a comment.