DO ONE THING WELL

Create, update or upsert CRM records

Step by step

1. 1

   Confirm the native connector is validated, then open its mapping action.

2. 2

   Choose create, update or upsert (update an existing match or create a record).

3. 3

   For upsert, select the approved matching key.

4. 4

   Run a test submission.

5. 5

   Verify the external record ID in Intaria.