Before you start
- Define the intended outcome, owner, permissions, and source of truth.
- Use a small non-sensitive test.
- Record the current configuration before changing it.
- Confirm workspace availability in the current UI.
Steps
- Open Integrations and choose Zoho CRM or Pipedrive only when Connect is active.
- Authenticate with the approved CRM admin.
- Map Signalist users to CRM owners.
- Map required fields and documented defaults.
- Sync one uniquely identifiable test contact.
- Verify contact, owner, status, and activity before rollout.
Safety checks
- The correct workspace, object, view, period, or endpoint is selected.
- Permissions, ownership, required fields, and protected data were reviewed.
- The test result was checked in the destination or final dataset.
- Credentials and internal evidence are not exposed.
Troubleshooting
| Problem | Solution |
|---|
| Connect is disabled | The integration is unavailable for this workspace; ask support. |
| Authentication works but sync fails | Check permissions, required fields, user mapping, and sync trigger. |
| Fields are missing | Record the exact missing field and mapping context; do not invent a substitute. |
Frequently asked questions
Why should I test first?
A controlled test exposes mapping, permission, data, and ownership errors before broad impact.
Can I assume every workspace has this feature?
No. Use the current UI and confirmed provisioning.
What should screenshots hide?
Credentials, tokens, personal data, customer records, internal URLs, and identifiers.
Who should own the configuration?
Assign an accountable administrator and a business owner.
What should I document?
Purpose, scope, owner, fields or filters, test result, and review date.
When should I contact support?
When availability, saved state, permissions, or results remain inconsistent after a controlled check.
Keep reading
Use API keys and webhooks safely
Create scoped API access, protect keys like passwords, and test webhooks with non sensitive data.
Understand Analytics
Compare the same period, list, sender, channel, and campaign before drawing conclusions from activity and replies.
Filter contacts, choose columns, and export
Filter the correct Contacts view, select only needed columns, and export a reviewed dataset to protected storage.
