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Why is my meeting information not synced to my CRM?
Why is my meeting information not synced to my CRM?

Troubleshoot why meeting data may not be syncing to your CRM and how to resolve it.

Fabian Riedlsperger avatar
Written by Fabian Riedlsperger
Updated over 6 months ago

Common Errors

There are different possibilites why there was no information pushed to your CRM system. Please check the common errors below. If you still need help or have related questions feel free to contact our support team for assistance via support@kickscale.com.

CRM Integration not Authorized

In order to push information to your CRM, Kickscale needs authorized access to your system. This can be checked following these steps:

  1. Go to Settings

  2. Go to the Admin tab

  3. Click on the "Setup Integration" button

  4. Choose your CRM in the Pop-Up

  5. Check if it says Connected (see screenshot)

If it does not say Connected, please check out our guide on how to setup your CRM integration.

No Contact Found

In order to find the related CRM entities to a meeting in Kickscale, we try to identify a Contact in your CRM that has the same email domain as the customer that was present in the call recorded with Kickscale. If we cannot find any Contact it is not possible to push the meeting information to your CRM.

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