When integrating Pulse360 with your Customer Relationship Management (CRM) system, it's essential to understand the synchronization timings to ensure your workflow is as efficient and seamless as possible. Here's a brief overview of how data syncs from Pulse360 to your CRM:
Pulse360 Sync Timings to CRM
Meeting Notes:
In-Meeting Notes: These are synced manually and instantly. This means that any notes taken during a meeting can be immediately pushed to your CRM, ensuring real-time data accuracy and availability.
Post-Meeting Notes: Notes added after a meeting concludes are set to sync automatically with a 2-hour delay. This gives you ample time to review, edit, or add any additional information before the notes are finalized in the CRM.
Quick Notes:
Notes entered into the Quick Notes feature within Pulse360 are programmed to automatically sync with your CRM every 2 hours. This timing is designed to provide a balance between immediate updates and the flexibility to make necessary edits.
Future Meeting Notes:
For notes that are pre-added to upcoming meetings, the synchronization is scheduled to occur at the start of the respective meeting. This ensures that all preparatory notes are timely integrated into your CRM, ready for reference during the meeting.
Tasks and Workflows:
To keep your operations running smoothly, tasks and workflows created in Pulse360 are synced to your CRM with a rapid update cycle of approximately 3 minutes. This quick sync time supports dynamic task management and efficient workflow adjustments, keeping your team aligned and responsive.