My Integration keeps disconnecting
If your CRM integration connects successfully but then drops after a period of time, there are a few common causes.
Check 1: Has your CRM password changed?
If any user changes their CRM password, their Salestrail connection to the CRM will be invalidated. They need to go to Dashboard > Integrations > Apps > Login and re-authenticate with their new credentials.
Check 2: Has your CRM authentication token expired?
Some CRMs use OAuth tokens that expire after a set period. When this happens, the integration disconnects. The fix is to go to Dashboard > Integrations > Apps, click Connect next to your CRM, and re-authenticate.
Check 3: For Salesforce — IP restrictions or permission changes
Salesforce has strict security settings that can cause the integration to drop if IP restrictions are in place or if a user's profile permissions change. See Salesforce OAuth Error for specific steps to resolve this.
Check 4: For HubSpot — app authorization revoked
HubSpot users can revoke app authorizations from within their HubSpot settings. If this happens, the integration will disconnect. Go to Dashboard > Integrations > Apps > Connect and re-authorize.
Preventing disconnection
- For Salesforce, work with your Salesforce administrator to ensure the Salestrail connected app is not subject to token expiry policies
- After any CRM system update or password policy change, proactively check the Integration Log for red dots
If disconnections keep happening without an obvious cause
Contact support@liid.com with your CRM type, how frequently the disconnection happens, and the email addresses of the users affected.