Leads are not entering RD CRM

Created by Andre Greiner, Modified on Fri, 3 Mar, 2023 at 3:31 PM by Andre Greiner

Did THAT prospecting work and the lead didn't go to the CRM? Calm down, we will guide you to the solution here ;)

Let's pass here all the points that need conference. Save these images to send us, in case it is not possible to solve everything through the article ;)

First of all, let's review the URL:

https://api.exactsales.com.br/rd/v1/SEUTOKEN/

This SEUTOKEN part is your Exact Spotter account token, you can find this information in the integrations menu .

So whenever you see SEUTOKEN in our materials, that's the code we're talking about, okay? Now, come on!

1st Conference:

Check that the RD CRM ADM token has been pointed correctly within Spotter and that it has not been changed within your CRM:

We have already seen cases of changing the token, this breaks the integration and causes the leads not to be registered there.

If the token is different, edit it in Spotter so that it is identical to the one in RD CRM. Try again to make sure the issue is resolved ;)

2nd Conference:

Check if the Lead converted in the send step:

If the lead has not reached the configured stage, it will not be sent to the CRM.

IMPORTANT: The lead cannot have jumped straight to the submission step, in which case it does not convert in the step and the submission to the CRM does not occur. In this case, it is suggested that he jump to a step prior to the sending one and complete the exit action from the step to the next one.

3rd Conference:

Check if the lead has at least one registered contact with email. If not, register a contact with email, go back to the step or discard the lead to re-send it to the CRM.

This is a condition for integration with any CRM in Spotter: the lead must have a registered contact with an email before converting in the sending step.

4th Conference:

Make sure sellers are onboard. The emails registered in the sellers in Spotter must be the same registered in the CRM.

If the vendor is not integrated, review this article to fix it.

5th Conference:

Check the LOG option in the lead's timeline for error messages.

NOTE: This option is only available in manager profiles

If there is an error message, send us a message and the lead link ;)

After all these checks, if everything is correct, send us the lead that didn't go to the CRM. Let's find out the reason and apply a fix.

Remember: send us the images and all the information necessary for analysis, this is the only way we can be assertive in the service.