Dashboard/CRM Sync

Overview

CRM Sync

Monitor and manage synchronization between your CRM and Pipeline Pilot

All systems synced

Live

Last sync 2 hours ago · Next sync in 13 minutes · 0 active conflicts

Last sync

2h ago

Next sync

13 min

Status

Healthy

Sync activity timeline

Salesforce sync completed

10:42 AM

Contacts, opportunities, and accounts synced successfully

248 recordsSalesforce

Outlook email sync completed with warnings

08:30 AM

12 new emails synced · 3 calendar events failed (time zone mismatch)

12 recordsOutlook

HubSpot sync completed

Yesterday · 09:15 AM

Contacts and engagements synced to Pipeline Pilot

56 recordsHubSpot

Salesforce sync failed

Yesterday · 06:00 PM

API rate limit exceeded — retrying in 15 minutes

0 recordsSalesforce

Segment CDP sync completed

Yesterday · 03:30 PM

Customer events and identity graph refreshed

124 recordsSegment

Stripe billing sync completed

Yesterday · 11:50 PM

8 new invoices and 3 subscription updates

8 recordsStripe

Sync statistics

248

Records synced

today

5

Conflicts resolved

auto-merged

1

Sync errors

needs attention

42

Mapped fields

of 48 total

Field mapping

42 of 48 fields mapped · 6 unmapped

Deals
14/16
Accounts
11/12
Contacts
12/14
Activities
5/6
Destination
10:42 AM · TodaySalesforcePipeline Pilot248Success1.4s
09:15 AM · TodayHubSpotPipeline Pilot56Success0.8s
08:30 AM · TodayOutlookPipeline Pilot12Partial2.1s
11:50 PM · YesterdayStripePipeline Pilot8Success0.4s
06:00 PM · YesterdaySalesforcePipeline Pilot0Failed4.7s
03:30 PM · YesterdaySegmentPipeline Pilot124Success0.9s
Showing 1 to 6 of 8
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Field mapping

Map CRM fields to Pipeline Pilot fields with direction

CRM FieldPipeline Pilot FieldDirectionLast Synced ValueLast Sync
Opportunity.Name
Deal.name
CRM ↔ Pipeline PilotEnterprise Platform — Annual2h ago
Opportunity.Amount
Deal.value
CRM → Pipeline Pilot$125,0002h ago
Opportunity.StageName
Deal.stage
CRM ↔ Pipeline PilotNegotiation2h ago
Opportunity.CloseDate
Deal.closeDate
CRM ↔ Pipeline Pilot2025-07-222h ago
Account.Name
Account.name
CRM ↔ Pipeline PilotAcme Corporation2h ago
Account.AnnualRevenue
Account.revenue
CRM → Pipeline Pilot$485,0002h ago
Contact.Email
Contact.email
CRM ↔ Pipeline Pilotjohn@acme.com2h ago
User.Id
Rep.externalId
Pipeline Pilot → CRM0058...a2c4h ago
Opportunity.Probability
Deal.probability
CRM ↔ Pipeline Pilot802h ago

1 sync conflict needs review

Outlook calendar event "QBR — Acme" failed due to time zone mismatch.

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