You can set some rules in the logic of how the information will be received from the partner to the CRM.
Defining the rules and behavior of how the information will be delivered to the CRM will contribute to the efficiency and success of the integration.
Step 1. On the top right menu, go to Integrations
Step 2. Click the edit option
Step 3. Scroll down to Manage rules to your integration and click on Add a new Rule
Step 4. In this step, you will have to configure the new logic using the following fields:
- The field you want to change according to this new rule
- The condition field
- The value
- The action to be taken
Step 5. Once finished, click on Create
Step 6. Click Apply new settings
Note: For this rule to work, you will have to wait for the next automatic synchronization to occur or synchronize the integration manually.