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Agents' Actions Are Not Syncing with a CRM
Agents' Actions Are Not Syncing with a CRM
Updated over a week ago

When the CommPeak Dialer is integrated with a client’s CRM, all relevant data is synchronized between them. However, it may happen that agents’ actions are not syncing to the CRM. You can do the following in order to solve this issue:

  1. Go to your Dialer workspace, click Settings > CRM Integration Management, and switch to the CRM Update Logs tab.
    On this page, you can check if there were any remote requests and how many of them still needed to be completed.

  2. To see the list of these requests, select No in the Completed and Postponed filters.

  3. Click Search.

If there are a large number of uncompleted requests, submit a ticket to CommPeak support and ask them to check the user sync. Our team will do its best to help you.

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