Once you have set up your integration you will be able to use and set up the different features available.

On the campaigns setting page you will see different options regarding when and how contacts/clientcontacts/leads are pushed through to Crelate.

Dropdown options: If you click on the grey arrow to the right hand side of the 'Sync options', you will see that you have the possibility to push through contacts/clientcontacts/leads to a variety of different areas in Crelate (shown below).

Note: When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. you have selected (in the campaign settings page) that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a clientcontact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.

You can do the same in regards to advanced setting options, by clicking on the grey arrow to the right of the 'Sync as' box.

Note: Your team admin can alter the fields displayed at any time by going into the integrations page.

Haven't set up your Crelate integrations yet? See our article on how to get started here.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬