Sync "Global" Insight Attribute to Lead & Contact
Hi!
I have a quick question regarding the flexibility of syncing attributes back to CRM.
The process I am trying to accomplish:
Target List: List of a mix of Contacts AND Leads
Field: Event Type (Native in both the Contact and the Lead record)
Webform Question: What type of event are you hosting?
Ask 1 question to both my contacts and leads.
Question: If this is a piece of data that I want to publish back to CRM for both a contact and a lead, may I perform the following steps?
1.) Map the "Event Type" CRM CONTACT AND LEAD field to an Insight field, "Event Type"
I have a quick question regarding the flexibility of syncing attributes back to CRM.
The process I am trying to accomplish:
Target List: List of a mix of Contacts AND Leads
Field: Event Type (Native in both the Contact and the Lead record)
Webform Question: What type of event are you hosting?
Ask 1 question to both my contacts and leads.
Question: If this is a piece of data that I want to publish back to CRM for both a contact and a lead, may I perform the following steps?
1.) Map the "Event Type" CRM CONTACT AND LEAD field to an Insight field, "Event Type"
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