CRM pushes

In Bizzy, you can easily push data from the platform to your CRM-tool. More information on how to set up the integration with your CRM-tool can be found here. Once the admin has set up the integration, all users can push data from Bizzy to the CRM-tool by following these steps.

Once you pushed Bizzy data to your CRM, you can monitor the progress of the push via CRM pushes:

1. Click on exports and pushes in the sidebar.

2. Select CRM pushes.

   

3. Here you’ll get a clear overview of the following data:

   • Source

     • This can be the name of the list from which you have pushed data

     • This can be (Not available) if you pushed data from the filter overview without creating a list for example

   • CRM: the name of your CRM-tool

   • Type:

     • Static: data pushed from a static list

     • Smart list: data pushed from a smart list

     • Search: data pushed from the filter overview without creating a list

     • Individual selection: when pushing one specific contact or company

   • Status

     • Pending: Bizzy is currently pushing other data to your CRM. Once this push has been completed, other pushes will be initiated.

     • In progress: Bizzy is currently pushing the data to your CRM. You’ll also see the progress of your push. Make sure to refresh the page to see the latest status and %.

     • Done: Bizzy has successfully pushed all data.

     • Partially failed: Bizzy has pushed the data, but the push has partially failed. This can be related to a specific configuration in your CRM-tool. Click on the status to see the errors that caused the issue. Make the necessary changes in your CRM-tool and try again.

     • Failed: Bizzy has tried to push the data, but it has failed. This can be related to a specific configuration in your CRM-tool. Click on the status to see the errors that caused the issue. Make the necessary changes in your CRM-tool and try again.

   • Date pushed: timestamp of when the data has been pushed to your CRM.