Everything you connect to Rutba CRM has a state: your website's tracking code, your enquiry forms, your store, your WhatsApp and other channels, your advertising results, your payment account and the mail and calendar accounts of your team. The Connections page shows all of them together, says what last arrived from each, and lets you test any of them with one click.
Before you start
- Who can see it: owners and administrators of the company. Other members do not see the page or the menu item.
- Plan: the page shows the connections your plan includes. There is nothing to switch on.
Open the page
Click Connections in the sidebar. A red number next to it means that many connections are not working.
The same status line also appears under each item on its own page: under each site on Tracking, each form on Website forms, each store, each channel, each webhook and each WordPress site. You can test it there without leaving the page.
What each state means
| State | Meaning |
|---|---|
| Working | Data is arriving, or the last test passed. |
| Waiting for data | It is set up, but nothing has arrived yet. This is normal for a new connection. |
| Needs attention | Something looks wrong, but it may not be broken: for example, no visit for four days, or a form enquiry that was refused. |
| Not working | The last test failed, or the provider refused the saved key or token. |
| Turned off | You turned it off. It is not tested. |
Under the state you see what last arrived and when, the result of the last test, and, when something is wrong, what to do about it.
Test a connection now
Click Check now next to a connection. Rutba CRM asks the other side directly and shows the answer at the top of the page and on the connection's line:
- Website tracking: opens your home page and looks for your tracking code. If the code is loaded another way, through a tag manager for example, the test passes as long as visits are arriving.
- WooCommerce store: asks the store, with the read keys you saved, which webhooks point to Rutba CRM and whether WooCommerce still has them switched on. WooCommerce switches a webhook off by itself after repeated failures; this test finds that.
- WhatsApp: asks Meta, with the saved token, which number the channel is connected to and its quality rating.
- Messenger and Instagram: asks Meta which page the token belongs to.
- Telegram: asks Telegram whether the bot still sends its messages to Rutba CRM, and whether delivery failed in the last day.
- Text messages: asks Twilio whether the account is active.
- Website chat: opens your home page and looks for the chat code.
- Outgoing webhooks: sends a signed
pingevent, with no customer in it, and shows the answer code. - Online payments: reads your payment account with the saved key. Nothing is charged. A test key passes, but the result says it takes no real money.
- Meta advertising results: sends one test event with your dataset and token.
- Mail and calendar accounts: asks Google or Microsoft for a fresh sign-in token.
- Own AI key: sends one small request with your key.
Some connections cannot be tested from Rutba CRM, because the other side calls in rather than being called:
- Enquiry forms: the form lives on your website. Send one test enquiry from your site: it shows as Working within a minute. If a form sends fields with other names, or leaves out a required one, the enquiry is refused and the line says which fields to check. Only the names of the fields are kept, never what was typed.
- WordPress plugin: the plugin reports once a day. To report now, open the plugin's page in WordPress and click Refresh.
- API keys: a key shows as Working once another system has used it.
- Google advertising results: Google collects them with your script once a day. If sales wait more than three days, the line says the script may have stopped.
You can test each connection up to five times a minute.
Alerts when something stops
Rutba CRM also checks every connection each hour. Once a day it runs the tests that bother nobody: the website, the store, the channels, the payment account and the mail accounts. Webhook pings, the AI key and the Meta test run only when you click Check now.
When a connection becomes Not working, or Needs attention for the website, the store, the WordPress plugin, the advertising results and the mail accounts, every owner and administrator gets one alert, in the bell, in the alerts page and on the phone if alerts are on. You are told once each time it breaks, not every hour. Opening the alert takes you to the Connections page. See Alerts.
Refused form enquiries are shown but not sent as alerts, because anyone can send a wrong enquiry to a public form.
Common questions
My website shows "Waiting for data" although I added the code. Open your website in a new tab, then come back and click Check now. If the test says the code is on the home page but no visit arrives, your visitors may be asked for cookie consent first: accept it in your own browser to see the first visit.
The store test says the keys were refused. Make new read keys in WooCommerce and save them on the store's page. See WooCommerce.
A connection I removed is still counted. It leaves the page at once, and the red number at the next hourly check.
Last updated 2026-11-08