The Sync Overview

Track, troubleshoot, and manage your CRM data syncs in one place with the Integration Queue

The Sync Overview in Leadinfo allows you to track the status of data that has been sent from Leadinfo to your connected CRM system. This is particularly useful for monitoring which companies, deals, and tasks have been synced and created, either manually or via automation triggers.

Whether you want to check if a company has been sent to your CRM, troubleshoot syncing issues, or verify the exact data that was transmitted, the Sync Overview gives you full visibility and control.

What you can see in the Sync Overview

You can access the Sync Overview by navigating to the Leadinfo settings, selecting the "Connected Integrations" section, choosing your CRM, and then clicking on "Sync Overview''.

For each sync entry, you'll see:

• The company name

• The status of the sync

• The date the sync was initiated

• An action button to delete pending syncs

This overview makes it easy to keep track of every data sync event. For example, if you've manually pushed a company to your CRM but later realize it shouldn't have been sent, you can remove it, as long as it hasn’t been fully processed yet.

Sync statuses explained

Every piece of data sent to your CRM will go through one of the following statuses in the queue:

To be processed

The sync has been created and is waiting in line to be processed by Leadinfo.

Processing

Leadinfo is actively syncing the data to your CRM. This stage may take some time, especially if you're syncing a large volume of data or multiple fields.

Processed

The data has been successfully sent and is now visible in your CRM. You can click on the company name in the queue to open a detailed view showing exactly which data fields were transmitted (based on your field mapping settings).

Error

Something went wrong during the sync. When this happens:

• An exclamation mark icon appears next to the sync overview.

  

• To easily find all entries with errors:

  Step 1: Open the Sync overview

  Step 2: Use the status filter to select ''Error''

  Step 3: All failed sync attempts will now be visible, along with the specific error messages

In some cases, the error may not be related to an individual data entry, but rather a broader issue with your CRM integration itself, such as an expired authentication token or misconfigured field mapping.

You can check for these types of errors by navigating to the ''Settings'' overview. If there’s an issue affecting the entire integration, you’ll see a clear error message in this overview.

Once you’ve identified and resolved the issue, return to the Sync overview and click the Retry button. 

View detailed sync information

Once a sync is marked as "processed," you can click on the company name to access detailed information about the data that was transferred. This includes a breakdown of each data point that was synced. This gives you full transparency and helps confirm that the correct information has reached your CRM. 

For instance, if your CRM field mapping is set to consistently include the link to the Leadinfo inbox, and date of the last visit, these specific fields will always be synced and included in the data transfer.

By using the Sync Overview, you ensure that your CRM data sync process remains clear, accurate, and under your control.