It never import into my CRM it used to but no longer

howard

Asked on November 27, 2022 11:05 PM

Hi

A month ago when people fillet your online form I could see this info in my CRM called Pipeline CRM (formerly Pipeline deals CRM. That is no longer the case. Please tell me how to solve this problem.

Georgiana B

Answered on November 28, 2022 11:09 AM

123FormBuilder Support
Hello, 
 
Thank you for reaching out to us. 
 
By checking your PipeLine Deals integration, I’ve noticed that under the Customize section, the PipeLine Deals fields are not matched with the fields from your form. 
 
Can you please reset the integration by removing it, clearing the cache and cookies of your browser as far back in time as possible, adding the integration again and matching the fields? 
 
Please let me know if by following these steps, the new entries are populated under your PipeLine Deals account as expected. 
 
Looking forward to hearing from you.