Map the destination
Open Settings → Integrations and choose the supported acquisition source. Decide which workspace, lead type, pipeline, source label, and first action should receive the record.
Prove the complete path
Send one company-controlled test lead. Confirm it creates or updates one contact, preserves the original source, enters the correct stage, and triggers only the intended follow-up.
If the contact arrives without context, correct the field mapping at the source rather than relying on manual cleanup. If it does not arrive, inspect connection status and the source delivery log before reconnecting.