Salesforce: Select Contact Fields to show
complete
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Zy
Business Problem:
Currently, respond.io does not allow users to customize which contact fields are displayed or edited when integrating with Salesforce. AThis limitation forces teams to switch between platforms, leading to inefficiencies and fragmented workflows.
Desired Outcome:
- Custom Field Selection:Allow users to choose which contact fields are visible on respond.io for a more streamlined interface.
Use Cases:
- Personalized Contact View:Users can customize which contact details appear in respond.io to focus on relevant information.
The Current Workaround:
- Manually switching between respond.io and Salesforce to view all contact fields.
Ahmed Nassar
complete
You can now select which HubSpot fields to view directly on respond.io. Customize which fields are shown and update them instantly to keep your CRM data clean and current. Learn more here.
Ahmed Nassar
in progress
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Shi Hui
planned
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Shi Hui
under review