Data in OutboundSync but not my CRM
When to use this guide: Use this guide when expected sync behavior is missing, delayed, or incorrect.
OutboundSync’s Category-Based Filters allow users to control when payloads sync to the CRM based on predefined lead status conditions.
Sometimes, users have these enabled inadvertently, or have the approved categories mislabeled.
If data is not syncing, filters may be holding payloads until a lead status event meets the required conditions.
- Check the webhook settings to see if Category-Based Filters are enabled.
- Check the Category-based filter logs to see if data is stored there.
If either of these are not what you expect, update the webhook settings in OutboundSync.
If data is syncing that should not be, apply Category-Based Filters to limit what activity is being synced.
Read more about how Category-based filters work here.