Create, Update and Upsert CRM Records

Choose the correct CRM write behavior and avoid duplicates.

Step-by-step instructions

1. 1

   Confirm the native CRM connector is marked validated, then open the mapping action.

2. 2

   Choose Create, Update or Upsert.

3. 3

   Select the approved matching key for upsert.

4. 4

   Run a test submission.

5. 5

   Verify the external record ID in Alvorant.