How CRM sync works

One way, every 30 minutes

GeoCalendar reads the objects you chose every 30 minutes: new records are added, changed ones updated, and ones gone from the CRM removed. It never writes anything back to your CRM.

To sync now, press More actions on the CRM’s card on Integrations, then Sync now. The card says when it last synced, and how many contacts it holds.

Owners

Each record’s owner in the CRM is matched to a teammate by email, and shows as the contact’s owner. Under Manage on the CRM’s card, Connection, you can match a CRM user to someone else, or invite them.

When many contacts would disappear

If a sync would remove a large share of an object’s contacts at once, more than 25 contacts and over a fifth of them, it stops to check first, in case something changed in the CRM by mistake. The card reads Waiting for you and says how many would go. If they really were removed in the CRM, press Remove them.

When a sync fails

When the CRM stops letting GeoCalendar in, the card says Needs attention and offers Reconnect: sign in to the CRM again. Any other error is on the card, with its reason. Logs, under Manage, lists what each sync changed.

To try Contacts and map lists before connecting a CRM, add the Demo data on Integrations, and remove it when you’re done.