CRM activity

Check whether a personal or group booking reached your CRM. When Settings → CRM → Overview shows deliveries needing attention, workspace admins can choose Review delivery issues to open activity. Search by prospect or booking title, and filter by delivery status.

You can also open the booking in Bookings to see its CRM status and message.

Read the result

Status	Meaning
Pending	Delivery is waiting to run or retry.
Synced	The configured delivery completed.
Skipped	Delivery did not apply; read the explanation.
Needs attention	A connection, identity, mapping, permission, or delivery problem needs review.

This activity covers personal and group booking links. Use Routing Logs for Form, Click, and Outbound Router activity.

Resolve a delivery problem

Open the booking and read the message before changing its configuration.

Problem	What to check
CRM connection unavailable	Restore the original CRM connection and check the connected user's access.
Organizer cannot be matched	Review the organizer's CRM user match in Settings → Members.
Multiple prospect matches	Review duplicate person records in the CRM. Distro does not guess which one to use.
No matching person, creation disabled	Decide whether future bookings should create missing prospects, or create the appropriate person in the CRM before retrying an eligible delivery.
Missing or unavailable field	Restore access to the captured field, then check the field catalog.
Required Salesforce information missing	Check required fields, mapped answers, and validation rules. Changes to mappings apply to future bookings.

Use Retry when the delivery is eligible and the underlying problem has been corrected. Distro reuses known record and meeting IDs. A delivery whose creation result is uncertain may need further review before it can safely continue.

Bookings keep the settings and CRM account captured when they were created. Connecting a different CRM account does not transfer pending deliveries to it. Turning the source link Off stops delivery, including manual retries; turning it back on does not restart deliveries already marked skipped.

The meeting can remain confirmed even while CRM delivery needs attention. Do not ask the guest to book again just to resolve a CRM error.