Troubleshooting

Troubleshooting Common Lyniro Issues — Emails, Logins, and Integrations

Something not working? Start here. Most issues have a quick fix.

Email Issues

When task emails are not arriving.

My client did not receive their task email — what do I check?
1
Check the contact in the Contacts tab has an email address set
2
Check the task has Notify client when assigned turned on — edit the task and expand Notification settings
3
Check the plan notification level is not set to "None" — click the gear icon in the plan header
4
Ask the client to check their spam/junk folder
5
If still missing after 30 minutes, email help@lyniro.com with the plan name and task title

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

A client clicked the task link but it says "invalid or expired"

Task links expire after 7 days. To fix:

1
Open the plan → Tasks tab
2
Find the task with the expired link
3
Click Send task email again
4
A new email is sent with a fresh 7-day link

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Task emails are going to the wrong client

This means the wrong contact is set as Primary. To fix:

1
Open the plan → Contacts tab
2
Find the correct contact
3
Click the edit (pencil) icon
4
Toggle Primary contact on for the correct person
5
Toggle it off for any incorrect primary contact
6
Save

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Login and Portal Issues

When clients cannot access their portal.

My client can log in but sees "Your onboarding plan hasn't been set up yet"

This means their email is not linked to a plan in Lyniro. To fix:

1
Open the correct plan in PlanDetail
2
Go to the Contacts tab
3
Find their contact (or add them if not listed)
4
Click Grant portal access
5
A new magic link is sent — this also links their email to the plan

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

The client portal magic link opens the wrong page

This usually means the magic link redirect URL needs to be updated. Email help@lyniro.com with the client's email address and we will investigate.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

A team member cannot log in after being invited
1
Go to Settings → Team
2
Check if their invite is still showing as "Pending"
3
If pending: click Resend to send a fresh invite link (invites expire after 7 days)
4
If they accepted but still cannot log in: ask them to try the password reset at app.lyniro.com/forgot-password

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Integration Issues

Common problems with CRM connections.

My HubSpot sync is not importing deals

Common causes:

  • The HubSpot connection has expired — go to Settings → Integrations → Disconnect → Reconnect HubSpot
  • Deals are not in "Closed Won" stage — only closed deals are imported
  • The deals were already imported — Lyniro skips duplicates automatically

If you still see issues after reconnecting, email help@lyniro.com.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

My Zoho CRM connection keeps expiring

Zoho tokens expire every hour. This is normal. Lyniro automatically refreshes them when you click Sync. If you see "connection expired", simply click Sync deals and the connection will refresh automatically.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

My Zapier webhook is not creating plans
1
Go to the Developers page and check your webhook URL and secret are copied correctly
2
In Zapier: check the Authorization header is set to: Bearer [your secret] (with a space after Bearer)
3
Make sure your Zap is sending a customer_name field — this is required
4
Check the Zap is turned On in Zapier
5
Test the Zap from inside Zapier using the Test step

If plans are still not being created, email help@lyniro.com with your webhook URL (not the secret) and we will check the logs.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Getting More Help

When you need to contact us.

How do I contact Lyniro support?

Email: help@lyniro.com

We respond within 24 hours on business days (Monday–Friday, IST).

For urgent issues affecting live customers, add [URGENT] to your email subject line for faster response.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What information should I include when reporting an issue?

To help us resolve your issue quickly, include:

  • Your workspace name or the email you signed up with
  • The customer or plan name affected
  • What you were trying to do
  • What happened instead
  • Any error messages you saw (screenshots are very helpful)

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Still need help?

Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].

Email help@lyniro.com