ProvenTenProvenTen

CRM sync problems

Missing records, wrong fields, and matches that ignore the deal in front of you.

When matching looks random, the CRM connection is usually mapping the wrong fields or missing permission to read the record.

Checklist

  1. In Admin → Integrations, confirm the connector is connected and not showing an auth error.
  2. Open the CRM record. Can the integration user see it? Sharing rules and field-level security hide more than people expect.
  3. Revisit field mapping: industry, country, and amount must point at the fields sellers actually fill in.
  4. Check whether you tested in sandbox and the team is working in production — two connections, two mappings.
  5. Look at recent sync errors. A single required field in the CRM can stall a batch.

Related guides

  • Connect your CRM

    Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.

  • Salesforce

    Connect Salesforce, map fields, and open matching from an opportunity.

  • HubSpot

    Connect HubSpot CRM so companies and deals can drive matching.

  • Match a prospect to a reference

    Find the best-fit customer proof for a live deal, then request it the right way.