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I have a data attribute (csm_email) coming in from Salesforce to Company Data. That data needs to appear in the User (People) data also for NPS survey reasons.

 

Is there a way to get a Company Detail attribute to sync to a People Data attribute field? I tried using Qualification Data for this but I think that can only happen if the Agent manually edits Qualification Data and I want this to be automatic.

 

Thank you.

Hi @Diana !

 

There isn’t a way to do this out-of-the-box, but if you have the dev resources you can build this behavior out using our Webhooks and REST API!

To this you will need to:

  1. Subscribe to the company.updated Webhook. This will send you a notification whenever a Company is updated.
  2. Write a script that looks at the Webhook notification that comes in and sees if the company’s csm_email attribute was the item that was updated.
  3. If it was updated, make a call to our REST API to get a list of contacts who are associated with that company.
  4. Loop through the Contacts that are associated with that company and update the associated Custom People Data Attribute for each of those contacts so that it matches the value set on the Company.

Let me know if you have any questions about that!

As we discussed in chat - I’ll pass that along to my RevOps colleague, Jacob. Thanks for the suggestion and I’ll come back if there are follow ups!

There are third-party tools like Zapier, Tray.io, Apollo data enrichment, or MuleSoft that can automate the syncing process between different objects if you're working across platforms. These tools often allow for triggers and actions based on changes to data fields.

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