> ## Documentation Index
> Fetch the complete documentation index at: https://docs.typewise.app/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM sync

> Ticket data isn't reaching your CRM

**Alert**: "CRM sync failing"

**Impact**: Ticket updates, notes, and resolutions aren't reaching your CRM.

## Quick diagnosis

| Symptom                       | Likely cause        | Fix                                     |
| ----------------------------- | ------------------- | --------------------------------------- |
| Connection shows disconnected | Token expired       | [Reconnect](#reconnect-your-crm)        |
| Connected but syncs fail      | Permissions changed | [Check permissions](#check-permissions) |
| Intermittent failures         | API rate limits     | Wait for limit reset                    |
| All syncs fail suddenly       | CRM outage          | Check your CRM's status page            |

## Reconnect your CRM

<Steps>
  <Step title="Open Integrations">Go to **Integrations**.</Step>

  <Step title="Find CRM">
    Find your CRM (Salesforce, Zendesk, HubSpot, etc.).
  </Step>

  <Step title="Reconnect">Click **Reconnect** or **Re-authorize**.</Step>
  <Step title="Complete OAuth">Complete the OAuth flow.</Step>
</Steps>

## Check permissions

Your CRM user account needs permissions to:

* Create and update tickets/cases
* Create and update contacts
* Access the API

Log into your CRM directly and verify you can perform these actions manually.

## CRM-specific checks

### Salesforce

* Connected App still active?
* User profile has API access?
* Integration user has correct permissions?

### Zendesk

* API token regenerated recently?
* Plan includes API access?
* Account in good standing?

### HubSpot

* Private app credentials valid?
* Required scopes still granted?
* Account active?

## Rate limits

If you see errors about "too many requests":

* Wait for the limit to reset (usually hourly)
* Contact your CRM provider to increase limits
* Reduce sync frequency if possible

## Test it

<Steps>
  <Step title="Open ticket">Open a ticket in Typewise.</Step>
  <Step title="Make a change">Add a note or tag.</Step>
  <Step title="Verify sync">Check if the change appears in your CRM.</Step>
</Steps>

The alert clears after the next successful sync.