Help center › Connecting your CRM

How to sync your CRM and choose pipelines

Know when Stoloros reads your CRM, sync it on demand, and choose which pipelines earn points.

Stoloros reads new actions from your CRM several times a day, without anything to install. You can also start a sync yourself, and keep non-sales pipelines out of the points.

Who it's for

Managers · Free plan

Before you start

Steps

Sync now

  1. Open Manager area and go to the CRM card.
  2. Under the account name, read the time of the last sync, for example "Last sync 5 min ago".
  3. Click Sync now.
  4. Read the message: either the number of new actions read from the CRM, or "Up to date" when there is nothing new.

Choose the pipelines that earn points

  1. In the same CRM card, find Pipelines that earn points. This list appears only when your CRM has 2 pipelines or more.
  2. Untick a pipeline whose deals should not earn points, for example a "Projects" pipeline used after the sale.
  3. The change is saved at once. A message confirms how many pipelines earn points.

The Connect your CRM card in the Manager area
The Connect your CRM card in the Manager area

Result

New actions appear on the leaderboard and in each rep's action log. Deals from unticked pipelines no longer earn points.

Good to know

  • Stoloros syncs in three ways: when someone opens the leaderboard (at most every 2 minutes), when you click Sync now, and once a day.
  • Keep at least one pipeline ticked. Stoloros refuses to untick the last one.
  • A pipeline change applies to the deals read from now on. Points already earned stay as they are.
  • If a sync fails, the error replaces the time of the last sync in the CRM card. See What to do when your CRM shows an error.
  • An action logged just before a competition closes but read after the closing counts in the next competition.

FAQ

A rep won a deal a minute ago. Why is it not on the leaderboard yet?

The leaderboard syncs at most every 2 minutes. Wait a moment and reload, or click Sync now.

Do reps need to do anything to sync?

No. Opening the leaderboard is enough to trigger a sync.

I do not see the pipeline list. Is that normal?

Yes, if your CRM has a single pipeline. All its deals earn points.