We want to clarify how smart syncing works.
The first time smart syncing checks a contact it is quite strict.
Even if one match is found, if the first/last name, email, or phone number do not match exactly, smart syncing will not automatch it.
After the first time…
After this first initial match through smart syncing, when the contact texts in new information in the future, the system will update this profile automatically.
Before, we did this for only one record, and the data from PastorsLine would override the one in the integration (PCO, CCB). That is logical and works well assuming the person texting in gives good information. If they give garbage, it’s not great.
Web App (V1), Web App (V2), Contacts, Integrations, Features, Integration - CCB, Integration - MC, Integration - PCO, Integration - Elvanto