What is the Sync Digest?
Introhive sends a sync digest email to help you quickly push recommended contacts and activities into CRM. Introhive summarizes all of the correspondence you’ve been involved in since the last time you received a digest.
Select the NEXT button to choose the contacts and/or activities to sync to your CRM.
These email links expire. If the email is older than 15 days, the Next button will not bring you to the sync digest’s sync page. If this happens, you can access it by going to the Sync Recommendations section in the navigation menu of the Relationship Portal.
The sync section displays an editable summary of the contacts and activities that are not in the CRM. From here, you can choose what to send to your CRM.
Updates: You can select/deselect a contact, update their name, title, change or add a CRM account, and even change the sync option from Contact to Lead.
Hide: To hide your relationship to a personal contact, select the ‘eye’ icon on the right. This will hide the relationship in Introhive from your colleagues.
Block: Selecting this button will hide this company’s contacts and activities from appearing on your version of this digest in the future. This does not affect your colleagues, who would still see their own interactions.
Confidence slider: Update the slider to show contacts whose enriched information Introhive deems to be high, medium, low confidence, or all.
Previous digests: To review contacts or activities to sync from previous digests, update the date filter.
Sync: When you are happy with the information, make sure the records you want to send to CRM are selected, and then choose ‘Sync’. The selected records are sent to the CRM, and any contacts selected to be hidden will be hidden in Introhive and not synced to your CRM.
If a contact has already been synced/already exists in your CRM - it will show as a line item here with no ability to edit it except for the Hide icon.
Assistant syncing: Sync digests can be forwarded to an assitant. They can sync the contacts and activities on your behalf, and everything will be entered as though you synced it yourself.
Privacy: You can mark information private at any time. Introhive will no longer ingest the information for you or display it in the digest for contacts you have marked private.