Salesforce: Prevent SigParser Contacts from matching to Converted Leads and imported the friendly name of Record Type when RecordTypeId is selected
Connector Details: Added more export metrics, Removed auto-refreshing of Connector details page
Google Sheets Connector
To configure the Google Sheets connector you'll go to Connectors and then click Google Sheets. Then you'll configure whether you have a Contact sheet or a Company sheet or both and which columns you've setup. Be aware if you ever change the names of the columns or their order then the sync will break.
ProfileDB: New database we use internally for storing and improving our company records across data sources. Allows our team to improve our standard data from what we get from data vendors and have those changes propagate out to our customer databases. Will eventually be used to support merging domains automatically.
Custom field rule configuration
CRM Sync: Created an export rule option to only send over a contact if a selected custom field is true. Must configure this to use a boolean field.
Updated over 3 months ago