Problem Description
Data in Vitally isn’t updating as expected from Salesforce or HubSpot, or changes made in Vitally aren’t reflecting in the integration. *Note this only works for traits.
Step-by-Step Solutions
1. Check the Record Connection
Ensure the Customer, Organization, or User record is linked to the correct Salesforce, HubSpot, or Stripe instance.
Verify that the integration is enabled and active.
2. Manually Trigger a Resync
Go to the affected Customer in Vitally
Select Properties and select Hubspot or Salesforce
Select the Update or Push button on the top right
3. Wait for the Update
If the data still doesn’t update, wait a few minutes and refresh the page.
FAQ
Q: How often does Vitally sync with Salesforce/HubSpot automatically?
A: Normally, updates sync every hour, but you can now manually trigger a sync anytime.
Q: What happens if the resync button doesn’t fix the issue?
A: Double-check the record’s connection, refresh the page, and if needed, contact support for further troubleshooting.