Table of Contents
Overview
Aloware checks if HubSpot, Zoho, PipeDrive, HelpScout, or Facebook integrations are still connected. Sometimes integrations can break if:
An Aloware admin accidentally turns off the integration
Aloware cannot find a company with the CRM portal ID
If your account's CRM integration disconnects, all admins will receive an email warning notification with the next steps on how to fix it.
Screenshot of HubSpot Integration turned on but disconnected:
How to Turn on Integration Connection Failure Notifications
To receive Integration Connection Notifications, the admin should enable the Integration Reports from the Users tab
Click the Notification Settings tab from the Users menu
Enable Integration Reports from the Account Level Notifications (Admins Only) section, which will send a report of the following:
Push/ Pull Users Sync
Contacts Sync
Contacts Dispositions Sync
Call Disposition Sync
Failed Integration Connection Status
Then, click Save
Whenever an Integration fails to connect, a Failed Integration Connection Status is sent to the admin's email with the steps that need to be taken:
How to Check and Fix the Failed Integration Status
Admins can also check on the integration status from the Integrations page
Click the Integrations menu, and all integrated CRM available will display
If there is a broken integration, an error label is placed on the broken integration card
Check on Admin's email to get the link about re-authenticating the connection; or
Click on the Settings button and click the re-authenticate button
Connection status should be successful
