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Using Data Connector applets with an integrated and linked CRM system
Using Data Connector applets with an integrated and linked CRM system
- Helen Griffith
Owned by Helen Griffith
Using the Data Connector applet, if enabled for your account, you can retrieve data from an account in a customer relationship management (CRM) system. You can also create new and update existing records in the CRM system. For information about the Data Connector applet, see Data Connector applet.
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Creating a record in an integrated and linked CRM system
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Retrieving data from an integrated and linked CRM system
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