Refresh CRM Info in AccessAlly

If you’ve created new custom fields or tags in your CRM (or changed product names stored in Keap or Ontraport) you can quickly pull these into your AccessAlly site.

WordPress Admin Dashboard in AccessAlly

Hover on AccessAlly, click “Refresh CRM Info”

Refresh CRM Info in AccessAlly

Click “OK” and Refresh the Page

Accept Message Refresh Page in AccessAlly

Updated on November 1, 2024
Was this article helpful?

Related Articles

NO QUESTION GOES UNANSWERED

Live Weekly Q&A

Join us for live Q&A. Learn the basics, discover what's possible, and connect with AccessAlly users.

Need Support?

Have questions? Get in touch. Our inbox support hours are 9am-5pm EST, Monday - Friday.

Laptop with the AccessAlly demo site

AccessAlly is the most flexible way to sell and elegantly deliver digital offerings. All in one place.

WATCH THE DEMO

You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.