Updates are not syncing to my CRM
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 Options step, make sure your CRM is selected. If you have multiple CRM integration instances in Mailshake, you'll be able to select the correct CRM.
On an existing campaign
- Select the correct CRM by going to the campaign
- Click Settings
- Select the correct CRM sync (you may need to scroll down the page to see the CRM sync section)
- Click Save