We install the integration and fill in the required fields “Email” and “Phone” and click save. After installation, we check authorization. In case of problems with the integration working, we also check the authorization; if it is missing, go to the integration page and click “Install integration”.
Authorization check
We look at the availability of issued accesses in the "Authorization" tab
Settings
We make settings in the widget itself after installation. Specify users for working with the widget, the function of enabling the search for duplicates in cards, control of duplicates and display of other leads of the contact.
Works in list areas
The widget searches for duplicates in the contact, company and leads list areas. Allows you to search by phone, email and custom fields of the following types: text, number, list, date, link, text area, short address, birthday, date and time.
Works in the entity card
Works in contact, company and lead cards. Allows searching by name, phone, email and custom fields of the following types: text, link, text area, short address.
Merging options
Allows you to merge found duplicates manually and automatically. Works with large contact databases.
Duplicate control
The duplicate control functionality in cards does not allow you to save a contact or company if there is a duplicate. Checks by phone and email.
Other leads
When this setting is enabled, the widget will have a "Other leads" tab in the lead card. Other leads with contacts linked to the current lead card will be displayed there. This widget functionality is FREE.
Video instruction
Video about the main features of the widget and its settings.
