> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Troubleshoot a CRM connection

> Diagnose and fix a CRM sync that shows a needs-attention status, from expired authorization to missing scopes and over-tight filters.

When a CRM connection shows a needs-attention status, records can stop flowing or attribution can break, which quietly affects partner reporting and commissions. Most issues come down to one of three things: authorization that expired, a new permission scope HubSpot or Salesforce now requires, or a sync filter that excludes the records you expect. This guide walks the checks in order so you can restore a healthy sync fast.

## What you'll achieve

A healthy, syncing CRM connection: the status returns to connected, the records you expect appear as partners again, and attribution resumes flowing to the CRM.

## Before you start

<Steps>
  <Step title="Read the connection status">
    On the Integrations page, note the tile's status pill: **Connected**, **Update available**, **Needs attention**, **Rate limited**, **Interrupted**, or **Not connected**. The pill points you at the likely cause.
  </Step>

  <Step title="Confirm your permission">
    You need permission to manage integrations in Introw to re-authorize or change sync settings.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/integrations/crm/guides/troubleshoot-a-crm-connection/steps/01.png?v=1783362772" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/integrations/crm/guides/troubleshoot-a-crm-connection/video.webm?v=1783362772#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/integrations/crm/guides/troubleshoot-a-crm-connection/walkthrough.html?v=1783362772" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open the connection detail">
    Go to [Integrations](https://app.introw.io/settings/integrations?category=crm), then open the CRM via **Configure** to see the detail header. A red **Connection has been interrupted** banner means authorization broke; an amber **Syncing** state is normal and just means a sync is running.

    <Frame>
      <img src="https://assets.introw.io/docs/features/integrations/crm/guides/troubleshoot-a-crm-connection/steps/03.png?v=1783362772" alt="Open the connection detail" />
    </Frame>
  </Step>

  <Step title="Reconnect or install updates">
    If the connection is interrupted, select **Reconnect** and complete the OAuth flow again, accepting every requested scope. If the tile instead shows **Update available** or the header shows **Install update** (HubSpot) or **Install package / Install update** (Salesforce), run that: HubSpot needs you to re-authorize for new scopes such as quotes or certificates, and Salesforce needs the latest managed package. Missing scopes are the most common reason a specific object stops syncing.

    <Frame>
      <img src="https://assets.introw.io/docs/features/integrations/crm/guides/troubleshoot-a-crm-connection/steps/04.png?v=1783362772" alt="Reconnect or install updates" />
    </Frame>
  </Step>

  <Step title="Check the partner object and filters">
    If authorization is healthy but specific records are missing, the sync scope is usually the cause. Open the connection's setup and confirm the **partner object** is the one those records live on, and that your **filters** actually include them - a too-narrow property filter or a hand-picked selection silently leaves matching records out. Widen the filter or select the missing records.
  </Step>

  <Step title="Wait out a rate limit">
    A **Rate limited** pill means the CRM temporarily throttled the sync; no action is needed beyond waiting for it to clear and watching the status return to connected. If it persists, contact support.
  </Step>

  <Step title="Confirm health">
    Watch the status pill return to **Connected** and confirm the previously missing records now appear as partners.
  </Step>
</Steps>

## Verify it worked

The integration shows a healthy **Connected** status, the records you expected appear as partners, and attribution resumes syncing to the CRM.

## Related

<CardGroup cols={2}>
  <Card title="Connect HubSpot as your source of truth" icon="book-open" href="./connect-hubspot">
    Review the connect flow, scopes, and attribution setup.
  </Card>

  <Card title="Disconnect a CRM" icon="book-open" href="./disconnect-a-crm">
    Reset a connection that cannot be recovered.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>
