CRM Integration

If you got here, then probably something went wrong…

In this article, we will try to go over the reasons that caused our leads integrations to break.

Before we move on, please make sure to read Integrating leads to a CRM and Integration policies and behavior articles that can help you have a deeper understanding of how things should work.

In case that something still breaks with your leads’ integrations, please go over this list that was created from users’ feedbacks and common mistakes.

There are a few reasons that can cause integrations to fail, please go over this list from up to bottom, change only if necessary and test your integration after every change:

1. Make sure that the integration is enabled by switching the toggle button on the “General” tab.
2. Make sure that you have saved the integration configuration, a good way to do it is by closing the page (or moving to another page) and then, go back to see that the all details are saved correctly.
3. Make sure that the URL address in the “General” tab is correct and as described in the CRM integration requirements.
4. Make sure that the Method you have set in the “General” tab is as described in the CRM integration requirements (GET/POST/WebService).
5. Maybe that the CRM is preventing identical leads, try and test your integration with different lead information to see where it fails, try to change the values on each test to avoid being blocked by identical leads reason.
6. Maybe the CRM is expecting a specific type of information and fails every time that we send the wrong type in one of the parameters – go to your leads panel of the specific form at Hover Lead, and check that the values are matching their columns (e.g.: email address in the email  column and phone numbers in the phone column, etc.). For instance, in some CRM systems, if you will try to send an email address as a phone parameter, then the integration for that lead will fail.
7. Double check your expected response – go to the “Response” tab and double check the response that you are expecting to get from the CRM; in case of a mismatch, Hover Lead will consider the integration as failed. For instance, you are expecting for a text response of “SUCCESS=TRUE” and the CRM returns “Success=True” – In this case the lead was captured but Hover Lead marked it as a failed integration.
8. Make sure that leads are actually not integrating, in many cases people can think that there is a problem while in fact everything runs smoothly – Check with the CRM (or with the in charge of the CRM) and make sure that leads are truly missing, try to filter by value or by date. In many cases, the leads are eventually found after being hidden by some specific filter in the CRM.
9. Go over to “Fields” tab and make sure you set the right values in every field, notice that any space or capital letter can make a difference.
10. Some CRM requires URL parameter (such as utm_source or ref) otherwise they block the lead, make sure to test your integration in a real environment where all URL parameters are available.
11. The CRM is expecting an empty parameter that you thought is unnecessary – go to the “fields” tab and add all required parameters even if they are holding nothing as a value.
12. Check that the CRM address is accessible through the web and not firewalled or the IP blocked – this may require you to speak with an IT personal that is in charge of the security or the CRM. In case of an IP blocking, you can go to the General tab and activate the “Send from static IP” button, then make sure that the IP: 35.188.123.120 is whitelisted on the CRM firewall.