Selecting Lead Event Types to Sync into a CRM

You can choose the lead event types for which you want to sync updates to your CRM.

1. Navigate to > Settings.
2. Select CRM Settings in the left-hand sidebar.
3. Choose Add a new CRM integration if required. Select the CRM from the drop-down list to start setting up the integration.
4. Or, if the integration is already in the list, click Edit Settings next to its entry.
5. In the Advanced General Options area, click the arrow to expand the view.
6. In Lead Event Types, select the lead event types to update in your CRM - email open, email click, email unsubscribe, web plugin view, web plugin click, form submission, telequalification event, SMS delivered, SMS click, link conversion, and supplier event. The data from the partner portal will appear in the Notes and Activities fields for the lead record in your CRM.