Sync and disconnect your CRM
See when TheirStack syncs the companies in your CRM, when to click Sync now, what to do when a sync fails or your CRM needs reconnecting, and what disconnecting deletes.
Syncing on demand, reconnecting and disconnecting all happen in Settings → Integrations, on your CRM's page, and only a workspace owner can do them.
When TheirStack syncs
TheirStack reads your CRM on its own. A change in your CRM can take up to an hour to show.
| When | What TheirStack reads |
|---|---|
| You connect | Every company |
| Every hour | The companies that changed, and in HubSpot any property you added |
| Every night | Every company again, which catches deleted companies, and merged ones in HubSpot |
| You click Sync now | Every company |
| You save your status rules | Every company, and gives each one its status under the new rules |
Sync now imports your CRM again. Click it when you don't want to wait, for example after a bulk update in your CRM or after fixing the companies that were not matched. You don't need it after changing your rules, and you don't need to disconnect, which would delete the CRM list.
When a sync fails
The Connection section of the settings shows when the last sync finished and, if it failed, why. A failed sync leaves the list and the statuses as they were, and the next one retries on its own. Two cases need you:
- If you delete a field in your CRM that your rules use, syncs stop until you update the rules. Every company keeps its last status until then.
- If someone uninstalls the TheirStack app from your CRM, click Reconnect HubSpot or Reconnect GoHighLevel. Until you do, the list and your signals keep working with the data of the last sync, and TheirStack marks the list as out of date.
Disconnecting
To disconnect, open your CRM in Settings → Integrations, open the ⋯ menu of the Connection section and click Disconnect HubSpot or Disconnect GoHighLevel. The settings page lists the signals affected before you confirm. TheirStack then:
- Stops syncing.
- Deletes the imported companies and the CRM list right away.
- Gives up its access to HubSpot. GoHighLevel has no way for an app to do that, so uninstall the TheirStack app from the sub-account in GoHighLevel too.
Companies TheirStack created or updated in your CRM stay there. Signals stop hiding companies by their CRM status, and you can connect another CRM.
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