How the data-sync connector works

Keep patients and leads in step with your other system.

Table of Contents

Contacts sync both ways with your other system, and lead stages stay matched. You need administrator access, and a sign-in that can install apps.

Set it up

Go to Data Hub, open Data Sync and click Add connector.
Choose your system and click Set up.
Sign in and allow access.
Match each lead stage to a stage in your other system.
Check Sync direction and Mapping, then save.

Up next

Next, read Your setup score.