CRM Autofill customization in Empower allows you to define exactly which fields are required when creating new records. In this guide, you’ll learn how to configure your required CRM fields in Empower to ensure seamless and accurate data entry.

Configure required fields for CRM Autofill

1. Access your CRM Autofill settings

Navigate to your integration configurations within Empower to manage how your CRM handles automated data suggestions.

1. Go to the Integrations page in Empower.
2. Select your active CRM (such as Salesforce, HubSpot, or Bullhorn).
3. Go to the CRM autofill settings section.
4. Click on "Manage" in the required fields section.
5. Click on "Add field".

Map out the specific data points your team needs to capture depending on the type of record being created.

1. Select the type of entity creation you wish to configure (such as Contact, Account, Lead, or Opportunity).
2. Choose the specific information fields you want to require (e.g., Last Name, Email, Account ID, Business Unit, or Website).
3. Click on "Save".

Standardizing your required fields ensures your team captures all essential business data before syncing, keeping your CRM directory clean, complete, and free of duplicates.

🎉 You now know how to configure required fields for CRM autofill and can ensure consistent, high-quality data synchronization across your systems!