To sync a contact from the Relationship Portal, your CRM must have a connection to Introhive and you must have a CRM user license.
This functionality allows users to create Contacts in their CRM directly from the Relationship Portal. Having the ability to create contacts using the information that Introhive has saves users time and effort, as there is no need to re-enter the information in your CRM.
How can I use this new functionality?
In order to sync a contact, look for the CRM icon on a contact record. A green icon means the system found at least one contact record in your CRM that matches the email address of the contact record in Introhive. A gray icon means that it did not find match, so these contacts can be Synced to the CRM by following these steps:
While viewing the contact you want to sync, click the action button (3 dots) and choose the Add contact to CRM option (this button is also available while viewing the contacts in a list)
The system will give you a confirmation message, advising that it may take up to 24 hours for the contact to be available in CRM.
Once it has synced, the CRM icon on the contact record in Introhive will change to a green icon, the contact record will be visible in your CRM and both records will be linked.