Improvement of the CRM export/campaign tools
complete
B
Bruno Laporte
The current export makes decisions (based on the objects recognized in the CRM) that are not explicit. We want to leave to the user the choices to be made according to the recognized objects. For example, if a Pharow lead is recognized in Hubspot via the first name/last name, the user can decide to create a new one or to update the existing one.
The new export will allow you to consult the changes Pharow is about to make to the CRM before each shipment.
D
Doriane
updated the status to
complete
The new version of the CRM export is available. It was designed to maintain the quality of your CRM: creating new forms or updating existing ones with intelligent recognition of correspondence, locking certain fields to avoid overwriting by empty values, and active prevention of duplicates through the designation of unique fields and real-time verification at the time of export.
D
Doriane
updated the status to
in progress
The development of this new feature is in progress.
B
Bruno Laporte
updated the status to
planned