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Why Won’t My Contacts Push From RETR to My CRM? CRM Troubleshooting Steps

If RETR contacts aren’t reaching your CRM, the cause is usually one of three things: an unfinished integration setup, not enough export credits, or missing contact details. Check each one below before you contact your CRM provider.

Does RETR Provide CRM Support?

  • ✅ RETR can help you rule out common issues with the troubleshooting steps on this page.
  • ❌ RETR can’t troubleshoot your CRM directly, since every CRM works differently. Your CRM provider handles issues on their side.

How to Troubleshoot a RETR CRM Push That Isn’t Working

Step 1: Make sure your CRM integration is fully set up

If this is your first push to your CRM, confirm the integration is set up correctly. Then check with your CRM whether there are extra steps on their end. For example, Total Expert requires you to contact them before the integration is complete.

For a full guide to connecting RETR with your CRM, see Does RETR have any CRM integrations?

Step 2: Check that you have enough export credits

Each push uses export credits. Monthly subscribers get 300 export credits at the start of each month, and unused credits expire when the month ends.

To check your balance or buy more credits, open any saved list and look in the bottom-left corner. To learn more, see How do export credits work?

Step 3: Confirm the contact has the information your CRM requires

Some CRMs only accept a contact if all contact fields are filled in, such as:

  • Work email
  • Personal email
  • Office phone
  • Cell phone

If an agent or loan officer (LO) is missing any of these, they may not push to your CRM.

What If My RETR Contacts Still Won’t Push to My CRM?

If none of the steps above fix the problem, contact your CRM provider directly. They can check your account and the integration on their side.

How to Get Your Contacts Into Your CRM While You Wait

Step 1: Export your list

Export your RETR list to an Excel or CSV file.

Step 2: Upload the file to your CRM

Import the file into your CRM manually.

Note: This takes an extra step, but it gets your contacts into your CRM while your CRM provider looks into the integration.