Test and manage CRM connections

After you connect a CRM, you manage it from the Your connections section of the Integrations page.

Steps

1. Open Integrations in the left menu. On a phone, open Settings and tap Integrations.
2. Scroll down to Your connections. Each one shows the CRM, via Zapier (or Make or Webhook), a status, part of the link, and Last sent.
3. To test it, click Send test. You should see Test referral sent.
4. To stop sending for a while, click Pause. Click Resume to start again.
5. To choose what gets sent, look at Send when: and tap Referral received, Referral sent, Referral status changed or Referral completed to turn each on or off. At least one stays on.
6. To delete it, click Remove, then Remove again to confirm, or Keep to cancel.

Statuses

• Active: working normally.
• Paused: Refervia is not sending to this link.
• Needs attention: the last send had a problem. The row shows Last problem with the reason.

Under Recent activity, each send shows Delivered, Sending, Retrying or Failed. Tests are marked (test).

Good to know

• If a send fails, Refervia tries again after 1 minute, 5 minutes, 30 minutes, 2 hours and 6 hours. After that it shows Failed.
• Clicking Resume clears Needs attention.
• Only referral activity after you connected is sent. For older referrals, click Export CSV on the Open referrals card on your Overview.
• Status changes are sent for referrals you sent, received or claimed.
• Removing a connection also clears its delivery history.
• Developers can click Signing secret (developers) to check that sends came from Refervia.

Trouble?

• "The link was not found. The Zap or scenario may be deleted or turned off.": In Zapier, turn the Zap on or publish it again. If you deleted it, remove this connection and run the setup again.
• "Your app took too long to answer (8 seconds).": Check that the Zap is on, then click Send test.
• "The link redirected somewhere else. Paste the final webhook link.": Remove this connection and save the exact webhook link.
• "Give it a few seconds between tests.": Wait a moment, then try again.
• The same client shows up more than once in your CRM: Every event that is on runs your Zap. Turn off Referral status changed and Referral completed if you only want new leads.
• Test shows Delivered but nothing is in your CRM: In Zapier, finish the action step and click Publish.