Open Data → Integrations → Lightfield to connect your workspace through guided setup. Choose the objects and fields to sync, then review the mappings and a known customer account.Lightfield accounts, contacts, and opportunities can contribute to customer profiles and AI workflows. Available opportunity fields depend on your workspace, and configured import conditions determine which accounts qualify.Follow the Lightfield setup guide.
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Bring Lightfield CRM records into customer accounts
Connect Lightfield accounts, contacts, and opportunities to Quivly customer context.