Bethan Lister

Data sync – when do CRM updates show in the brain?

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Hollins Tarrant: documents logo Hollins Tarrant: documents · Data sync – when do CRM updates show in the brain?

Josh Penrose asked when CRM updates appear in the brain. Bethan Lister explained nightly sync completes by 07:00 local time; Josh confirmed this works for his placement process.

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What happened

What this says

Current to 10 Oct 26

Josh Penrose asked when CRM updates appear in the brain. Bethan Lister explained nightly sync completes by 07:00 local time; Josh confirmed this works for his placement process.

Problem: Josh needed to confirm whether the brain offered live updates or nightly-only refresh. Handling: Bethan clearly explained the sync cycle (nightly, complete by 07:00) and provided a practical workaround (check Salesforce directly during business hours). Josh confirmed this works.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categorydata_freshness
Channelchat
First response (min)407
Helpdeskmade from

Trail

  1. Josh Penrose
    public_reply · Josh Penrose 6 Dec 2024 13:24
    Any joy with checking the latest from the CRM? Running short on time here.
  2. Josh Penrose
    created · Josh Penrose 6 Dec 2024 15:56
    Hi, quick one – how does the data refresh work? Are we pulling live updates from the CRM into the brain, or is it nightly only? I've got placements moving fast and need to know if I can check status during the day. Cheers, Josh.
  3. Bethan Lister
    public_reply · Bethan Lister 6 Dec 2024 22:43
    Hi Josh, the brain syncs nightly from your CRM and completes by 07:00. So any change you make in Salesforce today will show in the brain tomorrow morning. If you need to check something during the working day, you'd need to check Salesforce directly for now. Does that work for your placement process? Cheers, Bethan.
  4. Josh Penrose
    public_reply · Josh Penrose 10 Dec 2024 09:20
    Perfect, that works for me. Cheers, Josh.
  5. Bethan Lister
    public_reply · Bethan Lister 10 Dec 2024 13:08
    All set then. Let me know if you need anything else. Cheers, Bethan.
  6. Bethan Lister
    status_change · Bethan Lister 31 Dec 2024 14:50
  7. status_change · 4 Jan 2025 23:59
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