Capsule CRM Flexible Integration

started a topic about 3 years ago

Currently only a select few fields sync from Capsule to DEAR and it is not done automatically. There should be the ability to:

  • Sync automatically
  • Segment the sync by a tag so not all Capsule contacts sync over
  • Recognize identical custom fields in Capsule (like SalesRepresentative, Carrier) to sync over
  • The Capsule contact name often syncs over as an additional tag adding too many tags

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