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Change CRM record Permission (Beta)

Jun 21, 2024

This week we release a new User Permission to restrict the behavior of the Integrate With CRM card. Sales Operators and Administrators are now able to configure which user roles have access to the Change CRM Record feature. This allows operators to maintain access control compliance while also preventing unexpected changes to existing CRM records.


To enroll in beta features, reach out to your friendly account rep to request access or email

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