Using the Actions in the HubEngine values can be set or changed during synchronization. Actions can also be linked to conditions, so that they are only executed as soon as a condition applies.
Actions are set up within a plan. In a bidirectional synchronization, you can define separate actions for each direction. Actions can be configured under the respective “Connection” tab within a plan.
For example, a lead can be assigned the appropriate sales rep or a contact can be assigned the appropriate category. Using the HubEngine user interface, you can also set up complex and nested actions.
The following tutorial will show you which actions are available to you and how to configure them.
