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match custom fields

Expand the options to Match RENXT Education records if fields are an exact match to include specific Education Custom fields. This is where we store Award number and therefore it is a much more accurate match especially when we have to import double degrees.

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Clarisse Reynoso shared this idea  ·   ·  Report…  ·  Admin →
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  • Ron Horick commented  ·   ·  Report

    We are fairly new to Omatic HubSpot Connector - it would be very helpful to be able to match to Custom fields / properties in HubSpot when exporting activity to RE NXT. If we were able to match on a HS Contact Property which has the RE Constituent ID or Import ID, I believe we would have more accurate match results.

Omatic Cloud: Raiser's Edge NXT

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