I set up automation between CRM and email and now the workflow keeps breaking

Sorry you’re dealing with that — automations between a CRM and email system can break for a few common reasons.

A good way to troubleshoot is to check these first:

1. Trigger issue

   • Is the CRM event still firing?
   • Example: “new contact created” or “deal moved to stage” may no longer be happening as expected.

2. Auth / permissions expired

   • API keys, OAuth tokens, or app connections may have expired or been revoked.
   • Reconnect both systems if needed.

3. Field mapping changed

   • A CRM field used by the workflow may have been renamed, deleted, or changed type.
   • Email workflows often fail if a required field is missing or blank.

4. Rate limits or volume spikes

   • If lots of records are syncing at once, the email platform or CRM may throttle requests.

5. Conditional logic mismatch

   • Filters or rules may now be excluding records unintentionally.
   • Check if an “if/then” condition became too strict.

6. Error logs

   • Look at the automation run history, webhook logs, or integration logs.
   • The exact error message usually points to the cause.

7. Recent changes

   • Did anyone change the CRM pipeline, email template, list segmentation, or integration settings recently?

If you want, send me:

• which CRM and email tool you’re using,
• what the workflow is supposed to do,
• and the exact error message or symptom,

and I can help you narrow it down quickly.