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CRM Relationships

Introhive can sync relationships over to CRM (Salesforce and Dynamics)

Salesforce

As part of the Introhive for Salesforce managed package there is a relationship custom object. This object is associated to the contact object in Salesforce. Each row in the relationship object as the user that has a relationship with the contact.

  • Typical header fields include:
    User From

  • Relationship Strength

  • Strength

  • Recent Correspondence Date

  • Communication Methods

  • Relationship Number

  • Created Date

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