Skip to content

Zoho CRM alerts aren't posting

TroubleshootingFor adminsReviewed Guides: Zoho CRM

Something changed in Zoho CRM, but no alert shows up in the channel you picked.

  • 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.