Zoho CRM alerts aren't posting
Something changed in Zoho CRM, but no alert shows up in the channel you picked.
Fix it
Section titled “Fix it”- Check the connection. In Workspace settings → Integrations & apps → Integrations → CRM, Zoho CRM should say Connected. If it says Needs reconnecting, someone removed Freesbe under Connected Apps in Zoho, or the connecting user was deactivated: click Reconnect.
- Just connected? If Zoho CRM’s card says Freesbe is still asking Zoho CRM to send it changes, give it a few minutes. Freesbe keeps trying until Zoho takes it.
- Check the alert is on, and takes that change. An alert marked Off doesn’t post. Open Edit from its ⋯ menu and check Alerts to post includes it: a new lead needs New leads, a deal moving to Closed Won needs Deals won.
- Check the stage’s name. Deals won and Deals lost go by the stage: Closed Won, Closed Lost, or one of your own with “won” or “lost” in its name. A deal moving to any other stage is a Deals moving stage alert.
- Check the smallest deal. Deals worth less than Smallest deal to post, or with no amount, are left out.
- Check who connected it. Freesbe sees only the records the connecting Zoho CRM user can see. If they can’t see a deal, its alerts don’t post. Reconnect as a user with wider access.
- Was it before the alert? Alerts start with what happens after you add or turn on the alert. Older records aren’t posted.
- Check the channel. Alerts don’t post into an archived channel. Use Send a test alert: if it says the channel is archived or gone, edit the alert and pick another.
See Zoho CRM.
Answers come from the Freesbe guides and are written by AI, so check the linked guide before relying on one. Please don't include personal details such as emails or passwords.