Discover how to access comprehensive integration outcomes within an existing customer record.
To view integration results from a customer's application, follow these steps:
- Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
- In the customer record, ensure that you have selected the Integrations tab.
- From the tiles of active integrations, select which integration that you would like to view.
Dependent on the integration, results may be manually or automatically run. In order to run integrations, refer to the article linked below:
Here is a short video that provides a clear explanation of the process mentioned above: