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Data and integrations

Two-way sync

Also called Bi-directional sync

Definition

An integration where changes in either system update the other, rather than data flowing in only one direction.

Two-way sync explained

Email and calendar sync should be two-way. With a loan origination or practice management system, many integrations are one-way into the CRM; that's often fine, but you need to know which system wins when records disagree.

Also referenced in: Loan origination system

All 64 terms