If you connect your CRM to Pulse360, Pulse360 automatically syncs all notes to your CRM. Each type of note syncs at different times:
Notes from the Quick Notes sync over to your CRM every 2 hours.
Notes added to upcoming events will sync to your CRM at the event start time. If you tag meeting notes as Add to Meeting, they will sync into the event description.
Notes added after the event is completed will sync to your CRM in 2 hours
In-meeting notes sync to your CRM instantly.
Handwritten Notes/Digital Notepad Notes will appear as a link in your CRM in 2 hours.
You can check the status of your CRM connection in Settings > Integrations > Your CRM > Status.
