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Troubleshooting Your CRM

This article will teach you how to resolve errors with your CRM connection.

Ruthie Keith avatar
Written by Ruthie Keith
Updated over 6 months ago

Quick Links:

Connection Status

Integration connections can have two possible status values: Connected or Disconnected.

You can see the status of your integration in your Dealfront Settings by going to the Account tab and clicking on your CRM under the Integrations heading.

If your integration status is Connected, the integration connection is working normally.

If your integration status is Disconnected, something is wrong and the connection is not working as it should.

If your integration says "Disconnected" click Reconnect on the right side to see the details and status codes in order to repair the connection.

Please note: You will need to have “Manage account configuration” selected in the Dealfront Access Rights settings and you will need to have admin privileges in your CRM to fix connection issues.

More Troubleshooting Tips

There can be instances when your integration may be connected, but you could be facing some other issues with your integration. If this is the case - you may find errors appearing in the Errors tab of your integration settings within Dealfront.

You will navigate to your settings, then to your integration and then select the Errors tab. If there is an error(s) occurring you will see the error type, a description of the error and how to resolve it, the number of times the error has occurred and the date the error was last seen. ​

You will need to follow the steps listed in the Description section to resolve the error(s). The directions will be self-explanatory to guide you.


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