Setting Up Data Refresh Intervals
Data refresh intervals let you control how often your integrations update data. Follow these steps to set up intervals for non-CRM and CRM platforms.
Option 1: Ad Platforms
For integrations, use the following steps: Google Ads, LinkedIn Ads, Meta Ads, Twitter Ads, LinkedIn Company Page, and YouTube Social.
Step 1: Go to the Integrations section of your dashboard.
Step 2: Choose the non-CRM connected integrations from the list.
Step 3: Open the Data Refresh Intervals field
Step 4: Select a refresh interval of 1, 4, 8, 12, or 24 hours.
Data refresh intervals are set. The platform refreshes the data based on the interval set.
Option 2: CRM Platforms
For CRM integrations, follow these steps to set up your preferred data refresh interval:
Step 1: Go to the Integrations section.
Step 2: Select CRM integrations from the options.
Step 3: Select Data Refresh Intervals
On the integrated channel, find the Data Refresh Intervals field.
Step 4: Select a refresh interval from 1, 4, 8, 12, or 24 hours.
By configuring these intervals, you ensure your data stays updated according to your operational needs.