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Kristen GriffithAsked on December 10, 2019 at 6:07 PM
Hello, I have a client looking to put a survey out to his existing clients. Was seeing if this is something that will sync to the current contact in the CRM or it only creates new contacts in the leads section? Thanks.
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AndrewHagReplied on December 11, 2019 at 1:26 AM
You can also update the existing leads with the new data. Once you complete the integration select "Update Existing Entry" from the Duplicate Check dropdown.
Here is the guide: How-to-Setup-Salesforce-Integration