When contact sync is enabled, Aligned can create a contact record in your CRM for buyers who enter a Room with an email address. This page explains what gets created and where the setting lives.
Prerequisites & Requirements
Permissions: Integration settings are managed from My Account → Settings → Integrations.
Setup: Your CRM integration must already be connected.
Applies to: Salesforce and Microsoft Dynamics 365.
Salesforce
Open My Account → Settings → Integrations and enable Sync contacts from Aligned to CRM.
Any visitor with an email who enters a Room is automatically added as a contact in Salesforce.
The field Aligned contact source is populated with the value Aligned room.
If the visitor is identifiable by email and does not already exist in Salesforce, a new Contact is created and linked to the appropriate Account.
Microsoft Dynamics 365
Sync contacts from Aligned to CRM is on by default. When enabled, any buyer with an email who enters a connected Room is added as a Contact in Dynamics.