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Unlike staff, a lead source created in InTouch can be sent to Paramount. When a lead source is saved in Intouch, it is sent to the Connector, and the Connector will fetch a list of staff from Paramount and attempt to find a match based on the name(description). So if 'Facebook' already exists as a lead source in Paramount, the Connector will then link two 'Facebook' together. If the 'Facebook' doesn't exist in Paramount, it will be inserted. This will then allow prospects that are created in InTouch and have Lead source ‘Facebook’, to be sent to Paramount and still have ‘Facebook’ as the lead source.
Limitations
- Only prospects are sent to Paramount(including updates). Members are not supported at this time
- This is only one way integration
- Staff and lead source 'synchronization' is currently only done manually on an item by item basis.