We have a module to create the existing fields in your CRM and thus achieve a perfect integration. You need to add the same fields on this area: Tools/Customer Fields.
- Step 1: The first step is the initial loading of data by uploading a file in CSV format into our platform.
- Step 2: Automatic synchronization: Once this first data load is done, every time there is a new user or data update in your CRM, an automatic synchronization will be carried out on our platform thus avoiding any erroneous duplication.
The Validate button is created to help you about the creation process. If when you click, a pop-up is open to say it is not possible to validate then something is wrong. Please check all steps to see if any field is empty.
To use any filter, first you need to create on Tools/Customer Fields. On this area, you can create the appropriate fields associated with your user as you have them on your CRM.
Updated 9 months ago