Do you want to see in Genesy additional properties from your CRM?
Check out how to do it:
1️⃣ Go to Contacts/Companies page
2️⃣ Add new CRM field
Place the mouse in between two column headers > click “+” > New CRM field
3️⃣ Choose configuration
Fill in configuration options in the pop-up:
Entity (only for Leads and only for Salesforce integration): object to check in Salesforce, can be contacts, leads or both
Name: name for the field in Genesy
CRM Mapping: property name from your CRM
If you wish to move CRM values to an additional Genesy field, set toggle “Map to field” as on and introduce the name of the field where you wish to copy the values
4️⃣ Launch CRM Sync
Once you have created and mapped all the fields you need, launch again CRM sync to see the values:
Select leads > Enrichment
Choose CRM sync > Update sync
⚠️ When performing the synchronization, select "Full sync" if you want to reset contact data un Genesy and re-sync from scratch.
Once it’s finished, you will see values popping up in the corresponding CRM fields.