If you connect your CRM to Pulse360, we will automatically sync all Events (meetings, calls, etc.). You can see them on the 360 View screen.
It may take up to 10 minutes to see updates. Please refresh your page after this time has passed.
You can check the status of your CRM connection in Settings > Integrations > Your CRM > Status.
If the events are not showing up in Pulse360, there might be a couple of reasons for that.
Reason 1: The "Related To" field is empty
If you are using different tools (Calendly, Outlook, etc.) to set up your meetings, often they are not "related to" any contact. Therefore, Pulse360 cannot pick it up. To resolve it, navigate to the meeting in your CRM Calendar and manually "relate" the event to a contact.
The below example is relating the event to the contact in Wealthbox:
Reason 2: Activity Type is not in Pulse360
If you are using Redtail, you probably have lots of different Activity Types. In Pulse360, it will sync Phone Calls and Appointments. You can also choose other Activity Types to appear in Pulse360.
View this page to see how you can configure different activity types from Redtail in Pulse360.
