Notes Not Showing up in the CRM

Notes Not Showing up in the CRM

If you connect your CRM to Pulse360, Pulse360 automatically syncs all notes to your CRM. Each type of note sync in different times:
  1. Notes from the Quick Notes sync over to your CRM every 2 hours. 
  2. Notes added to upcoming events will sync to your CRM at the event start time. If you tag meeting notes as Agenda and Client To-Do, they will sync into the event description.
  3. Notes added after the event was completed will sync to your CRM in 2 hours, regardless of Agenda/Summary/Client To-Do tags.
  4. In-Meeting Notes sync to your CRM instantly.
  5. Handwritten Notes/Digital Notepad Notes will appear as a link in your CRM in 2 hours. 

You can check the status of CRM connection in the Settings > Integrations > Your CRM > Status.




If this did not solve your problem, please contact support@pulse360.com or schedule time here: https://calendly.com/pulse360support/1on1


    • Related Articles

    • My CRM Meetings/Events Are Not Showing up in Pules360

      If you connect your CRM to Pulse360, we will automatically sync all Events (meetings, calls, etc.). You can see them on the 360 View screen.  It may take up to 10 mins to see updates. Please refresh your page after this time has passed.  You can ...

    • Notes Not Showing in the Document

      Are you adding notes into the Notes Workspace but they are not appearing on the document preview? There are two likely reasons this may have happened. Reason 1: Notes are not tagged as Agenda or Summary. On the Note, you can find 3 default tags: ...

    • Duplicated Contacts in Pulse360

      If you see multiple contacts under the same name in Pulse360, that is because you have multiple contact records in your CRM. How to get rid of duplicates: 1. Run a check for duplicates in your CRM first and merge or delete the records you don't need ...