The System Reports Recipients feature enables admins to efficiently assign roles for receiving integration-related reports and notifications. By configuring this feature, businesses ensure that critical integration updates and issues are communicated to the appropriate individuals, facilitating timely actions and maintaining operational workflows.
Configuring system reports recipients
To assign roles for receiving system reports and notifications,
Navigate to report settings
Go to Account > Report settings in your admin account.
Locate the system reports recipients section.
Assign notification roles
Choose roles for receiving integration reports: billing admin, company admin, company supervisor
Save your changes - once the roles are configured, click the Save button to apply the settings.
Email notification process and triggers
Notifications are an integral part of integration management. Automated email alerts keep key stakeholders informed about changes or disruptions in system integrations.
Notification triggers
Re-authentication required
Triggered when the CRM connection (e.g., HubSpot, Salesforce, Zoho) is interrupted and requires reconnection. Alerts recipients about the broken connection and provides reconnection guidelines.
Contact mapping errors
Sent when contact mapping between systems faces discrepancies or failures.
Identifies affected records and includes recommendations for resolution.
Data sync events
Notifications are generated for:
Push and Pull operations of contact data
Synchronization of user records
Pulling Zoho views and syncing associated data.
Email content overview
Notification emails aim to provide concise and relevant information to allow prompt and effective responses to integration issues.
Trigger | Details |
Re-authentication | Explanation of the disconnection issue, reconnection steps, and deadlines for resolving the disruption. |
Contact mapping errors | Records affected, specific error details, tips for troubleshooting and corrective actions. |
Data sync events | Overview of completed operations, warnings for failures, and my required follow-ups. |
Additionally:
Notifications will include pertinent deadlines and recommended actions to ensure the issue is resolved promptly.
All notifications are sent with a BCC recipient: for tracking escalation procedures.
The list of additional recipients includes users listed under integration reports.
HubSpot integration enabled email
HubSpot integration disabled email
Integration settings and action buttons
Within the integration settings, action buttons provide navigational and operational flexibility:
Back and Next buttons
Allow seamless navigation across tabs within the integration settings (e.g., Sync, Filters, Communication tabs).
Reset button
Available for tabs such as Sync, Communication, and Filters (if these features are enabled). Resets the current tab to its default or system-recommended values.
Save button
Saves changes made across all tabs, including:
Sync settings
Contact Property Mapping
Filters configurations
Communication preferences
Using these buttons, admins can efficiently review and apply updates to the integration settings while avoiding errors through the reset functionality.