Accounts and Users from Hull will be sent as Leads and Contacts respectively inside Close.
First, you need to mention the Accounts segments that you want to sync out. You can do so using the Account filter
dropdown in the Configuration
section:
Whenever a new Lead is created in Close, it needs to be defined by a lead status
. This lead status comes from your own configuration of Close. Select the status in the following dropdown:
Then, define the element to identify the lead in Close and avoid duplicates:
The last step is to define which attribute on the Account inside Hull matches the field on the Close Lead. You can do using the attribute mapper inside the Leads Data Mapping
:
Users tied to an Account in Hull will be sent as Contacts tied to a Lead in Close. You still need to define the mapping between User attributes and Lead fields: