Manually Syncing to CRM

Last updated: September 25, 2025

Navigate to https://softphone.devyce.io/conversations/

Choosing the call you are wanting to manually sync, you can click on the drop down to assign a call tag

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Select the desired call tag/note action type from the drop down, before clicking sync with CRM

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You will then get a green confirmation notification in the top corner of your screen

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You can then click on the drop down menu for 'CRM Sync Status' to view this

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If you receive any error messages, you can troubleshoot them here: https://devyce-knowledge-base.help.usepylon.com/articles/6090009780-crm-sync-status-how-to-resolve-them