Admin Console

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Pipedrive

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MSFT Dynamics CRM

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To set up the Customer Traits Sync, you’ll work directly with our Implementation Engineer. Here are a few things we’ll need from you to get started:

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Necessary authorization to access your CRM data.

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CRM fields mapped to UserVoice fields for sync (we’ll provide a template to simplify this).

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Sync user and account data from a supported CRM to UserVoice.

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Exports sent to %{email}. They may take a few minutes to arrive.

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