The following are the integration patterns to Salesforce supported by Jicoo.
Synchronization of leads
Cases where a new lead is created.
This is a case where a booking is made with an email address that does not yet exist in Salesforce.
When items to be automatically registered in Salesforce > Lead information is enabled.
A new lead is created
Cases in which an existing lead is updated
When a booking is made with an email address that exists in Salesforce.
*If the existing lead is changed to a business meeting, the information of the person responsible for the business partner will not be updated.
About updating existing records in Salesforce > When "Overwrite existing leads" is enabled
The form linkage information of the existing lead will be updated
Synchronization of Actions
Cases where actions are created
If you have enabled Items to be automatically registered in Salesforce > Behaviors (Activity records)
When a new booking is made in Jicoo, a new action is created for the lead or business partner manager
Cases where existing actions are updated
If you have enabled the "Auto Enrollment > Actions (Activity Log)" option in Salesforce
If there is an existing action, it will be overwritten with the lead or account manager's action information.
Cases where an existing action is deleted
If you have enabled the Auto Enrollment in Salesforce > Behaviors (Activity Logs)
If there is an existing action, the information of the action of the lead or contact manager will be deleted.