<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > HubSpot CRM Integration > Using the HubSpot CRM Integration > F2 Lookup Features |
|
A list item in an F2 Lookup can be setup to retrieve information from your contact manager. For HubSpot CRM you can retrieve company or contact information. For a list of fields that you can use, go into the DataLink setup where you add a new field mapping and in the Contact Manager Field drop down you will see a list of all the available fields that can be used.
Example:
~HubSpot CRM_Macro (contact->phone_home)
|