FAQ: Why isn't CRM push working?

Answer

If you can't push a meeting summary to your CRM, the most common causes are a disconnected integration or expired authorization.

Common causes

1. CRM is not connected

Fix: Go to Settings > Integrations and verify your CRM shows as connected. If not, click Connect and authorize.

2. CRM authorization expired

Fix: Disconnect and reconnect your CRM in Settings > Integrations.

3. Firm-level integration issue

If using a firm-level CRM (Dynamics 365, Zoho, etc.), contact your Admin to check Admin > Firm integrations.

Still not working?

Contact Focal support at support@meetwithfocal.com with your account email, CRM name, and error message.