Push data to external apps

How it looks for your customers

This UX is fully controlled by you and can be customized in many ways.

01

Select another SaaS to import data from

02

Configure field mappings

03

Push selected data records or configure auto-push

Name	Domain
Microsoft Corporation	microsoft.com	Push to CRM
Apple Inc.	apple.com	Push to CRM
NVIDIA Corporation	nvidia.com	Push to CRM

and/or

Automatically Sync Notes

Notes from a call are automatically added to your CRM once the call is processed

04

Monitor pushes and react to errors

Flow	Records Imported	Status
Import Companies	12	Completed
Import Contacts	108	Completed
Import Users	71	Failed : 3

How it works

• 1Select apps you want your customers to push data to
• 2Configure data push flows
• 3Build UI to connect your customer's account in an external app
• 4Run the push flow(s) via API requests or events in your app