Contact Mapping
(*) asterisks mark required fields:
Grata Contact Mapping | Salesforce Field Type |
*Contact Name | String |
String, Email | |
Title | String |
String, URL | |
LinkedIn Company ID | Integer |
Source | String |
Grata ID | String |
Salesforce Contact
Contacts linked to an existing Account in your Salesforce
Grata Contact Name: Salesforce Full Contact Name
Salesforce Lead
Grata Company Name: Salesforce Company
Grata Company Domain: Salesforce Account Website
Grata Lead Name: Salesforce Contact Full Name
No Values, Overriding Values
If you select Do not write a value, no Grata data will be pulled into your CRM for that field.
Overriding Values
Toggle ON (blue)
Grata will override that value, including any previous values currently in that field.
Toggle OFF (gray)
Grata will not update the value in your CRM, unless it is empty/blank.
Editing Preferences
If you need to update your mapping in the future, go to the integration icon and select Edit your preferences and mappings.