Overview

If you are using Playbooks to call your prospects you might notice that phone calls and tasks are not syncing with the CRM in case you are utilizing more than 1 salesforce instance.

Solution

It is a result of using 2 or more Salesforce instances at the same time. If you are using more than 1 Salesforce instance, we recommend opening your secondary instance in a different browser, or, if you are not able to, at least in an incognito mode.