CRM IntegrationsDavid Goncalves
Use the native connector when it lands on the same person, and a custom integration when it creates a near-duplicate instead. The service page is the conversation after that.
CRM IntegrationsDavid Goncalves
Check that a sample enquiry becomes one person, with a source you can name, before you hire the build. The service page is the conversation after that.
CRM IntegrationsDavid Goncalves
Make the form, the inbox, and the CRM person the same record. The service page is the conversation after that.
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