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Custom contact fields
Overview Front allows you to add more details to your contacts, such as job title or NPS score. Custom fields must be created manually, and can be updated via our API or through third-party contact…
Helena Li
admin
Support Program Manager
Helena_Li
updated
1 mth ago
19
replies
9,593
Last reply
carlos. alvarez
1 yr ago
Contacts
Smart Rules
Overview Smart rules is one of the most powerful and customizable tools within Front; made possible through text manipulation, dynamic variables, and data extraction.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
8 mths ago
2,851
Rules
How to enable and use the Clearbit integration
Overview The Clearbit integration displays rich customer and company profile information for matching email addresses in Front. With this data at your fingertips,…
Front
admin
front
updated
7 mths ago
1,824
API & Integrations
Custom account fields
Overview Front allows you to add additional custom fields to accounts; such as Revenue, Account Manager, or Account Tier. These account custom fields will then be shown to users in Contact Details…
Helena Li
admin
Support Program Manager
Helena_Li
updated
1 mth ago
1,708
Accounts
Synchronizing and leveraging Salesforce or CRM data in Front via rules
Overview For many companies, Salesforce (or other CRMs) serve as the system of record, holding valuable information about accounts, contacts, opportunities, and more.…
Tony Pitkin
Implementation Engineer
Tony_Pitkin
updated
3 mths ago
1,658
API & Integrations
Smart Rules use cases
Overview Smart Rules is a multiplier for your team's productivity, enabling Front to intelligently automate countless workflows for you that would otherwise require manual work.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
8 mths ago
1,635
Rules
Guide to Smart Rule variables
Overview As you create your tailored, scalable workflows with Smart Rules, you will uncover numerous dynamic variable options that enable powerful automated workflows.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
10 days ago
1,375
Rules
Understanding Smart Rule variables
Overview A Smart Rule is a type of rule that adapts intelligently to the different messages and workflows of your team to automatically run actions that save you countless hours.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
8 mths ago
1,375
Rules
How to build a Smart Rule
Overview Creating tailored, scalable workflows as your team grows is essential, but can often require hours of coding to implement effective ones. The good news is that Front’s rules engine grows,…
Helena Li
admin
Support Program Manager
Helena_Li
updated
8 mths ago
1,371
Rules
Understanding custom fields
Overview Custom fields enable you to add more details to your resources that may be useful for your workflows, which are in addition to any default fields that Front already has.…
Helena Li
admin
Support Program Manager
Helena_Li
updated
1 mth ago
1,259
Tags & Organization
Custom teammate fields
Overview Front allows you to add custom fields for existing teammates to designate fields like Manager, Role, or Team. After the custom fields are set, they can then be used in Smart Rules to…
Karen Nguyen
moderator
Karen_Nguyen
updated
1 mth ago
363
1
Tags & Organization
Custom inbox fields
Overview Front allows you to add custom fields for existing inboxes to designate fields like Manager or Team. After the custom fields are set, they can then be used in Smart Rules to automate many of…
Karen Nguyen
moderator
Karen_Nguyen
updated
3 wk ago
334
Tags & Organization
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