CRM Field Sync

Have an integrated CRM with Simplii? Enter customer information into Fusion, which automatically passes it to your CRM.

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Set up custom synced fields between fusion contacts, and your CRM, creating a timely and effective way to update information within your CRM fields directly from your call pop. You may make it as basic as adding contact information into fields within Fusion that sync up with your CRM. Or go for something a little bit different, syncing fields such as lead source, business type, or even your next appointments favorite food joint.

Benefits

Frequently Asked Questions

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