Resync a record to your CRM

When the workspace writes a record back to your connected CRM, it tracks the result on the record itself. Use this page to read the per-record sync status, see what synced and what did not, and push a fresh sync when something needs to go up again. For how sync status is determined and what each state means in depth, see CRM sync status.

The bulk resync action is available to standard and admin users; the row actions, including Resync to CRM, do not appear for read-only sessions.

Before you start

A record can only sync if your CRM is connected and the record is linked to a CRM object. If you see no CRM icon next to a record’s name, there is nothing to resync yet. See Connect your CRM.

Reading the sync status

On the Accounts and Contacts lists, each record shows a small CRM provider icon next to its name (one per connected CRM). A colored dot in the corner of that icon tells you the latest outbound sync status:

Synced (green dot) - all fields went up to the CRM.
Partially synced (orange dot) - the record reached the CRM but some fields did not sync.
Failed (red dot) - the sync did not go through.
Skipped (gray dot) - the workspace had nothing to send, so it skipped the sync.

A record can be linked to more than one CRM object. When that happens, the dot rolls up the individual results: it shows Synced only if every object synced, Failed only if every object failed, Skipped only if every object was skipped, and Partially synced otherwise.

A separate red dot appears next to the record name when the linked record was deleted from the CRM. Hover it to see which CRM it was deleted from.

Seeing the sync details

Hover the CRM icon next to a record’s name. A panel opens showing the CRM provider, the record name, and a status chip for each linked object.
Each entry shows when it last synced (for example, “2 hours ago”) and a short reason for the result.
Expand synced fields to see exactly which fields went up and the values that were sent.
When fields did not sync, expand fields not synced to compare what the workspace Sent against what is currently in the CRM for each field. If a field shows “custom field not mapped,” that field has no matching field on the CRM side.
If a sync failed, the panel shows the error returned by the CRM.
Use View sync history in the panel to open the full sync log for that record on the integration’s page.

If a record synced before detailed tracking was switched on, the panel notes that and shows the link as Linked without field-level detail.

Resync a single record

On the Accounts or Contacts list, hover the CRM icon next to the record’s name.
In the panel that opens, select Resync.
The workspace pushes that record back to the CRM again.

Resync records in bulk

On the Accounts or Contacts list, select the records you want using the row checkboxes.
In the action bar that appears, open Other actions.
Choose Resync to CRM.

The workspace queues an outbound sync for every selected record. A confirmation message tells you how many records are resyncing and roughly how long to wait - about a minute for small batches, and up to 30 minutes when you resync more than 50 records at once.

What happens next

Resyncing pushes the current record data back to the connected CRM in the background. The sync status updates on the record once the push finishes, so check the CRM icon and its hover panel again after the wait period to confirm the result. A green dot and a Synced chip mean everything went up; an orange or red dot means open the panel to see which fields or objects still need attention. The lists refresh on their own as records update.

If a resync keeps failing, open the panel to read the CRM error and the not-synced fields, then see CRM sync failed.