Reconnecting a CRM Integration
When to reconnect
Section titled “When to reconnect”Reconnecting refreshes the credentials Playwise HQ uses to talk to your CRM. Do it when:
- You see missing webhook credentials or repeated signature verification errors.
- The CRM connection shows as expired, revoked, or needing re-authorization.
- The person who originally connected the CRM left the company or lost access.
- Permissions were changed in the CRM, or the Playwise app was removed and reinstalled there.
- Sync silently stopped and the troubleshooting guide points at credentials.
What reconnecting does — and does not do
Section titled “What reconnecting does — and does not do”Reconnecting does:
- Obtain fresh credentials from your CRM and re-verify the connection.
- Resume webhook verification and sync.
- Where needed, refresh the webhook registrations with your CRM.
Reconnecting does not:
- Delete or modify any of your Playwise data.
- Remove your field mappings, sync preferences, or webhook settings — everything you configured stays exactly as it was.
- Re-import your CRM from scratch or create duplicate records.
It’s a safe, low-stakes action. When in doubt, reconnecting is almost never the wrong move.
How to reconnect
Section titled “How to reconnect”- Go to Settings → Integrations.
- Find the integration and choose Reconnect.
- You’ll be sent to your CRM to sign in and approve access. Use an account with sufficient permissions — ideally an admin, or a role account that won’t leave with an employee.
- Once you’re returned to Playwise, open the integration’s Webhooks tab and confirm health looks good.
- If the connection was broken for a while, run a backfill to catch up on changes made in the meantime.
Still stuck?
Section titled “Still stuck?”If reconnecting fails or errors continue afterwards, contact support with your CRM platform and any error message shown during the reconnect.