Opportunity import - check if company exists first
At the moment when importing an opportunity, SB is generating an error when the Company doesn't exist in SB.
After synchronizing the company and again importing the opp, it does work.
So question is, when importing an opportunity, first check on if company exists, if not sync and create company and then import opportunity.
Comments: 1
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11 Jun, '23
Victor Raessen AdminEric, this can be easily solved by enabling webhook permissions for the Salesbuildr API user and then enabling webhooks in SB. This way new or updated contact will be automatically updated or created in SB.
https://intercom.help/salesbuildr/en/articles/5762305-pre-onboarding-checklist