Updates are not syncing to my CRM correctly
After you've connected your CRM or multiple CRMs, you'll need to select the CRM you would like your campaign to sync updates. You'll have an opportunity to select the CRM during the campaign setup process as well as at any time after the campaign has been created by going to your campaign's settings.
During campaign setup
On the Sync to Apps section in Step 1 of the campaign, make sure your CRM is selected. If you have multiple CRM integration instances in Mailshake, you can select the correct CRM.
On an existing campaign
- Select the correct CRM by going to the Campaign
- Click Settings
- Under Sync Apps select the correct CRM (you may need to scroll down the page to see the Sync Apps section)
- Click Save