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
- Document CRM objects, required fields, dropdown values, and owners.
- Define which Signalist status triggers sync.
- Connect only a CRM available in the workspace.
- Authenticate with an approved admin and configure user mapping.
- Map fields and test a few controlled contacts.
- Verify object, owner, source, history, and deal logic in the CRM.
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 |
|---|
| Wrong owner | Check Signalist sender-to-CRM owner mapping and retest with a new contact. |
| Field is empty or invalid | Compare field type, required values, and dropdown options. |
| CRM is unavailable | Ask support about provisioning; do not force another connection. |
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.
