Lost in Sync? Fixing Integration Data Tracking Problems.

Want to know whether a contact's survey responses, RSVPs, or notes actually made it to your CRM? Here's how to check the sync status for any contact, and what to do if it failed.

Why use this

When you integrate a CRM with CallHub, keeping the data in sync matters: a missed survey response, event RSVP, or note can lead to misinformed decisions and follow-up that never happens. Instead of guessing whether your CRM has the latest data, you can check the sync status for every contact directly in your campaign results, and see exactly why a sync failed when one does.

Before you start

• Access: at least one CRM connected to your CallHub account.
• For every integration except Salesforce: you need at least one Survey or Event from that integration added to the campaign before sync status appears. See available integrations.
• For Salesforce: just connecting your account is enough. No survey or event is required.

ⓘ You can't re-sync failed data yourself yet. If a contact shows Failed, you'll need to contact Support with the details, and they'll resolve it for you.

Check the sync status

1. Go to Campaigns and open the campaign you want to check. 

2. Open the Results tab. 

   

3. Under Filters, choose Integration Sync Status. 

   

4. Select Successful or Failed to filter contacts by that status. 

   

Troubleshooting: a contact shows Failed sync status

Symptom

A contact's Integration Sync Status shows Failed in the Results table.

Cause

At least one piece of that contact's data, a survey response, an RSVP, or a note, didn't make it back to your CRM.

Fix

1. Hover over the Failed status in the Results table to see the CRM name, the error response, and the last synced date and time.
2. Since you can't re-sync this data yourself yet, contact Support with the list of contacts marked Failed.
3. Support resolves the sync on your end.

Notes & limits

ⓘ CallHub is working on making sync status and error tracking more self-service in a future update. Until then, Support handles re-syncing Failed contacts for you.

FAQs

Who can see the Integration Sync Status? 
Anyone who has connected at least one CRM to their CallHub account, from the Results tab of a campaign.

Why don't I see a sync status for my integration? 
For every integration except Salesforce, you need at least one Survey or Event from that integration added to the campaign first. Salesforce only requires the account to be connected.

Can I re-sync failed data myself? 
Not yet. Contact Support with the details of the Failed contacts, and they'll resolve it for you.

What kind of data does this track? 
Survey responses, RSVPs or events, and notes tied to a contact.