Manage or disconnect a CRM
Once a CRM is connected, its Manage page is where you keep it healthy — re-importing data, adjusting field mappings, watching sync activity, and disconnecting if you need to. This guide covers each tab and how to disconnect safely. You need the Admin role.
Open the Manage page
Section titled “Open the Manage page”From the Integrations dashboard, click Manage on the connected integration. You’ll land on Manage {your CRM} Integration, with a status panel at the top and three tabs below: Overview, Field Mapping, and Webhooks. Two buttons sit in the top corner — Re-run Setup Wizard and Uninstall.
Overview tab
Section titled “Overview tab”The Overview tab shows recent sync activity plus tools to top up your data.
Under Import & Map Data from {your CRM}, re-run any of these if your CRM data has changed since you first set up — they help keep sync coverage complete:
- Map Playwise Users to CRM Users — reopens the user-mapping dialog.
- Import & Map Industries, Import & Map Opportunity Stages, Import & Map Opportunity Types — reopen the reconcile panel for each list.
Where your CRM supports it, an Import historical competitive evidence card lets you pull selected closed-won and closed-lost deals in to strengthen your battlecards — click Start evidence import. On Salesforce, a Select Salesforce Records card also lets you search for and import specific accounts, opportunities, and contacts.
Field Mapping tab
Section titled “Field Mapping tab”The Field Mapping tab is the same editor you met during setup. Switch between record types with the entity selector, then change which external field feeds each Playwise HQ field and in which direction. This is where you extend mappings later — for example, wiring up a custom field you didn’t map at connect time.
Webhooks tab
Section titled “Webhooks tab”The Webhooks tab shows how healthily your CRM’s changes are reaching Playwise HQ, across its own sub-tabs:
- Overview — the current sync-health status: healthy, degraded, or unhealthy. A degraded or unhealthy state explains what’s wrong and links you to the event log.
- Events — the history of recent sync events, so you can see what’s arrived and open any event for detail.
- Sync Preferences — which side is the source of truth for each field.
Salesforce works differently: its changes arrive through change data capture, not a webhook you switch on and off, so there’s no toggle and no per-event log. The status panel at the top of the Manage page shows its real-time sync state (Enabled, Pending, or Failed) and a Sandbox badge when the org is a sandbox.
Disconnect an integration
Section titled “Disconnect an integration”To disconnect, click Uninstall and confirm. Your Playwise HQ data is preserved — uninstalling stops the sync and removes the connection, but the accounts, deals, and win/loss records already imported stay put. You can reconnect the same CRM later from the Integrations dashboard.
When a connection turns red
Section titled “When a connection turns red”A connection that shows an error usually just needs its authorisation refreshed — the fix is to reconnect, not to uninstall and start over. See Reconnecting a CRM integration.