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My CRM data isn't syncing or looks wrong

Most CRM sync problems map to one of a handful of causes. Read the symptom, apply the fix.

Quick checks

  1. Open Settings → Integrations → CRM. Does the card show Reconnect or an error badge?
  2. Look at any dashboard's "Last synced" indicator — is it hours old?
  3. Open the affected record. Are specific fields blank that should have values, or is the whole record missing?

Common causes

  • Token expired — click Reconnect on the CRM card. Re-approve OAuth.
  • Field-level permissions — the admin connected to the CRM may not see the field in question. Adjust the CRM permission, then resync.
  • Schema drift — a renamed CRM field stopped flowing. Open CRM configuration: Fields and remap.
  • Rate limits — bulk operations occasionally hit provider limits. The system retries; if it keeps failing, contact support.

Full troubleshooting guide

Detailed symptom → fix map: Troubleshooting CRM sync errors.

When to escalate

Email support@bont.ai with workspace name, CRM provider, a few example CRM record IDs that look wrong, and rough time of the issue.