CRM Contact Sync Troubleshooting Guide

This guide helps you identify why a contact has not synced between Reo.Dev and your CRM (HubSpot or Salesforce). Here are a few scenarios when contacts are not synced:

Field Mapping Error

• For Hubspot

If the required fields are missing or not mapped correctly in your CRM, contacts will not be synced.

To check this, Go to Settings → Integrations → CRM —> Hubspot.

Please contact your account manager or drop us an email at [email protected] for quickest resolution.

• For Salesforce

If there is a field mapping error, contacts won’t sync to Salesforce.

To check this, Go to Settings → Integrations → CRM —> Salesforce, check the details and fix any field mapping error.

Note: For contacts with only LinkedIn ID (no business email ID) please ensure field mapping is configured. Without accurate field mapping, the contacts will not be synced.

Email domain doesn’t match company domain

Contacts with an existing business email ID will not be synced if the email domain and company domain are different. This usually occurs when a contact is captured via Product sign-ups or login or Form submissions with a different email.

Contact associated with multiple companies

There might be a scenario where a contact with an email ID is associated with multiple companies. These contacts are excluded from syncing to prevent inaccurate account association.

In another case when a contact is linked to multiple active companies on LinkedIn - the contact will not be synced to your CRM. These contacts show up in CSV reports but aren’t visible on Reo.Dev’s UI.

If you have any further queries, please reach out to your account manager or email us at [email protected].