When diio cannot associate a conversation with the CRM, the CRM block in the detail view shows a warning. Here are the most frequent causes and how to resolve each one.

The contact does not exist in the CRM: the email or number of the participant does not match any contact. If the "Create contacts" toggle is disabled, diio cannot create a new one and the association fails.

Incorrect phone format: the call number is saved in the CRM with a different format (missing country code, spaces, or hyphens). Correct it in the CRM and try the sync again.

Participant email different from the CRM: the person participated with a personal email but only their corporate email is in the CRM, or vice versa. Add the alternate email to the CRM contact.

The company's domain has no created contact: there is a company in the CRM but no associated contact. Create the contact and the association will work.

The object toggle is disabled: the creation of the expected object type (for example, creating Opportunities) is disabled in the integration configuration.

Correct the data in the CRM (email, phone, or create the contact if it doesn't exist).

Return to the conversation in diio.

In the CRM block, click "Retry sync" or "Associate manually".

Verify that the objects were correctly created in the CRM.