Data Type Preview for CRM
The Data Type Preview feature allows you to map and identify field data types (such as integer, string, or float) directly from your CRM, ensuring that data flows seamlessly and accurately into your platform.
Here’s a step-by-step guide with a use case example to illustrate its application.
Step-by-Step Guide
Step 1: Navigate to the Integration section in your dashboard.
Step 2: Select your CRM from the available options.
Step 3: Choose the relevant Account you want to configure.
Step 4: Open Field Mapping to view and manage data fields.
Step 5: Click on Add Mapping to map a new field.
Step 6: Choose a field from the dropdown menu (e.g., “Lead Score,” “Revenue,” or “Lead Source”).
Step 7: Based on the selected field’s data, the system will preview its data type as integer, string, or float, ensuring data compatibility.
This feature ensures that each field is correctly mapped and formatted, enhancing data integrity and consistency across platforms.