CRM Contact Sync

If you have a CRM integration, the Contact Sync feature can enable you to send contacts to your CRM.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

When you set up your CRM integration, you have the option to Sync Contacts. This will allow you to send contacts to your CRM.

To find this option, navigate to Settings > Account > [Your CRM Integration]. You will be able to toggle the option on and off. If you expand Contacts you will also have extra configuration options to match specific fields.

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