One-Click Update Settings
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One-Click Update Settings
This article explains the function and impact of the configuration settings of One-Click Update. To learn more about how to set up this feature, please go to one of the instructional articles listed below.
- One-Click Update for Salesforce
- One-Click Update for Salesloft
- One-Click Update for Outreach
- One-Click Update for HubSpot
What it Does
One-Click Update settings allow Admins to create default rules that control the updated data that is imported and matched to existing records in their CRM and Sales Engagement Tools. This ensures that there is a clear structure embedded in the import process when a seller captures an account, prospect, or list in LeadIQ with just one click.
Why it is Important
This setting supports general CRM hygiene by maintaining consistency and promoting frequent data enrichment. Admins have the utmost control over the specific CRM fields that LeadIQ updates, allowing them to choose which data they wish to remain static and which fields they would like LeadIQ to override.
How it Works
Admins to create default rules that inform which CRM fields remain the same and which fields are updated when LeadIQ matches and updates existing records. Admins can configure the following fields.
- Record type default
- Default setting for all Fields per object
- Overrides for specific fields supporting the following values:
- Never updates
- Always update
- Update if blank
To learn how to set up One-Click Update, please select one of the following links based on the associated sales tool you would like to configure: Salesforce, Salesloft, Outreach, and HubSpot.