Why are calls not showing in my CRM, and how do I check sync status?
Checking sync status:
Go to Dashboard > Integration > Integration Log. Each call shows a status dot:
• Green = successfully pushed to CRM
• Red/pink = failed — hover over the dot to see the specific reason
If a call failed because the contact didn't exist at the time, add the contact to your CRM and click the Replay button to push the call retroactively.
Common reasons calls don't sync:
• The phone number isn't in your CRM — Salestrail matches by number, so if there's no match, the call won't log
• Integration disconnected — reconnect via Dashboard > Integrations > Apps
• Poor internet connection during the call
• Battery restrictions on the device
• Calls made outside set office hours
• iOS: calls made from outside the Salestrail app
Access recordings directly from the Salestrail dashboard instead.
Go to Dashboard > Integration > Integration Log. Each call shows a status dot:
• Green = successfully pushed to CRM
• Red/pink = failed — hover over the dot to see the specific reason
If a call failed because the contact didn't exist at the time, add the contact to your CRM and click the Replay button to push the call retroactively.
Common reasons calls don't sync:
• The phone number isn't in your CRM — Salestrail matches by number, so if there's no match, the call won't log
• Integration disconnected — reconnect via Dashboard > Integrations > Apps
• Poor internet connection during the call
• Battery restrictions on the device
• Calls made outside set office hours
• iOS: calls made from outside the Salestrail app
Access recordings directly from the Salestrail dashboard instead.