Refine the Integration

Once you've gotten the basics of your integration, and it's up and running, you'll most likely want to refine certain aspects of it, such as:

  • Update lead actions or contact actions.

  • Configure data priority for imports.

  • Configure filters on imports instead of importing all records.

  • Sync fields you created for your organization.

  • Avoid synchronizing certain fields that you're not using.

See the Related Topics area for more information.