Native integrations make it relatively seamless and automated. When there is not a native integration, custom API work can require some initial development work (or take extra time/effort). We offer services (Leadspace Accelerators) to aid in configuration and setup with flows or rules that apply to both standard and customer-specific scenarios. As a best practice, we don’t overwrite existing data automatically (only “append when blank”), and customers can setup of different rules or flags to do data stewardship anywhere along the spectrum from manual to automated.
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