If information is added to a contact in LiveHive, it can update that information in your connected CRM. The Updating records in CRM area of the CRM settings allows you to decide what LiveHive can update.
LiveHive identifies matching records by email address.
- When LiveHive finds a matching record in CRM, allow it to update: Check the box next to Lead, Contact, or Opportunity to sync updates to those areas. Click to uncheck if you do not want changes to one in LiveHive to update the record for the same person in your CRM. All options are checked by default.
- If no matching records are found in CRM, allow LiveHive to create: If you add a contact to LiveHive that does not exist in your CRM, LiveHive can create either a Lead or Contact for that person in your CRM. Click the radio button next to none to not allow LiveHive to add new leads or contacts to your CRM. Lead is the default.
- If duplicate records (based on email ID) are found in CRM, update: LiveHive will update a matching record in your CRM with new activity, added data, etc. Decide whether you want the Last Update or Oldest updated. Last Updated is the default.