We would like to advise you, if a new contact has been created, or if their profile has been recently updated, these changes may sync across between RiTA and your CRM in 24-48 hours.
If the changes made are not reflecting after 24-48 hours, please refer to the next steps below:
Admin users on the account can check if RiTA is connected to their agency’s CRM account via Admin > Billing and Plan > click the ‘Manage Plan’ button section.
If the CRM isn't connected you'll get an error message at the bottom of the screen. From there, we advise for you to please integrate your CRM. For further guidance, please refer to the article: How RiTA integrates with your CRM.
If it is connected then you will notice that it will display the number of available contacts.
Note: Please note that for agencies with Box+Dice as it usually just states there is ‘1’ contact.
If the data has not synced after the 48 hours period and you have confirmed that RiTA has integrated successfully to your CRM, please ensure you provide following details to the RiTA support team for further investigation:
Confirm when the changes/updates were made
Full name of contact / address that does not reflect up to date information
Screenshot of contact profile in CRM