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Tagging Exceed's contacts on CRM
Tagging Exceed's contacts on CRM
Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

Do you want to indicate that your contacts went through Exceed's email or chat?

Simply add the 'nlpBotType
' field on your CRM integration and map it to your CRM lead source field. We will then update EMAIL or EXCEED_WEBCHAT.

On the Exceed side, choose 'Add new field':

Add 'nlpBotType' and click Add value:

On the CRM side, choose the relevant field from your CRM and toggle on the Update option on the right side:

You're done!

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