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Update Retrieved Information
Update Retrieved Information
Update contact details in Exceed according to changes in your CRM
Hadas Rahamim avatar
Written by Hadas Rahamim
Updated over a week ago

With this functionality, you can be sure has up-to-date contact information, like Company Name, Industry, Webinar Name, or Stop Engagement Criteria info.

It could be found within your CRM settings. updates information from your CRM just before executing a contact activity, such as sending an email to the contact. The idea is not to consume too many API calls from your CRM API quota, hence minimize it just for the time it's needed.

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