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How Can You Troubleshoot Common CRM Integration Issues?

Updated

If your CRM is not syncing correctly with your RamseyTrusted Pro Portal, you can follow these steps to identify and resolve common issues.

Common CRM Integration Issues

You may experience one of these issues:

  1. You are not receiving referrals in your CRM. New referrals are not appearing in your CRM.
  2. Your referral statuses are not syncing. Status updates made in your CRM are not reflected in Pro Portal.

1. What Can You Do If You Are Not Receiving Referrals in Your CRM?

Step 1: Verify your email address

Visit your Pro Portal Settings to confirm the email address where your referrals are sent.

Step 2: Check your email inbox

Check your inbox to confirm you are receiving referral emails.

If you are not receiving referrals, contact RamseyTrusted Pro Support.

Step 3: Check your email parser

If you use AgencyZoom, confirm your email parser is enabled and configured correctly. Contact AgencyZoom if you need assistance.

If you use another CRM, contact the person who configured your email parser.

2. What Can You Do If Your Referral Statuses Are Not Syncing?

When you update a referral status in your CRM, Zapier sends that update to Pro Portal. If your statuses are not syncing, follow these steps.

Step 1: Check your Zapier account

Log in to Zapier and confirm you have an active paid plan or trial. If your plan has expired, your Zaps will stop running.

Step 2: Verify your Zap is active

Visit your Zapier Workflows and confirm you have an active Zap configured to send referral status updates to Pro Portal.

If your Zap is disabled, turn it on. If it is missing, follow your integration setup guide.

Step 3: Confirm your Zap trigger

If you use AgencyZoom, open your Zap and confirm the trigger is set to Lead Stage Change, not Lead Status Change.

If you make changes, select Publish to save them.

Step 4: Verify your field mapping

Open your Zap and select the Ramsey Pro Portal step. Under Configure, confirm these fields are mapped correctly:

  1. Primary Status: Map to Status in AgencyZoom. Required.
  2. Secondary CRM Status: Map to Workflow Stage Name in AgencyZoom when applicable.
  3. Opportunity Email: Map to Email in AgencyZoom. Required.
  4. Policy Amount: Map to Total Policy Premium in AgencyZoom when applicable.

Select Publish if you make changes.

Step 5: Confirm the referral email address

Your referral email address must match exactly in your CRM and Pro Portal for status updates to sync.

Check for incorrect email addresses, typos or extra spaces. Correct any differences and update the referral status again.

Step 6: Check your Pro Portal credentials

If your connection is no longer working, you may need to generate new API credentials.

  1. Visit your Pro Portal Settings.
  2. Select Zapier and Generate API Credentials.
  3. Copy your new API Key and Secret.
  4. Reconnect your account in Zapier using the AgencyZoom Integration Guide.

Step 7: Check when your referral was created

Automated status updates are only supported for referrals created on or after February 1, 2025.

Referrals created before this date will not sync automatically.

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