Review the integration documentation for the latest versions of your software to understand available options.
Check for and install the latest versions of both your project management software and CRM to see if new integrations become available.
If the integration is essential and complex, hiring a developer to build a custom solution using the software's APIs might be necessary.
Identify the most critical data points and workflows to integrate first, rather than attempting a full, complex synchronization.
Determine if either software offers a public API that could be used for custom integration development.
Explore services like Zapier, Make (formerly Integromat), or Workato, which often connect a wide range of applications through APIs.
Look for options within the application or system settings to clear the cache or temporary files related to the syncing service.
Try to identify any recently added or modified data that might be causing issues. If possible, try to remove or re-create it.
Verify your account status with the service provider. Ensure there are no service outages or account-related restrictions.
Sign out of your account within the application on both devices and then sign back in. This can refresh the connection to the sync service.
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The colleague may have overlooked granting you the correct level of access (e.g., view, edit) when sharing the document, or the sharing settings might be too restrictive.
You might be logged into the wrong account or the sharing is tied to a specific account that isn't the one you're currently using.
The document might have been moved to a different folder, renamed, or accidentally deleted by the owner or another collaborator, invalidating the original share link.
Corrupted browser cache or cookies can sometimes interfere with website functionality and permission checks.
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