- DATE:
- AUTHOR:
- The Drata Team
SafeBase
CRM Sync Accuracy with Custom Tiebreakers
DATE:
AUTHOR:
The Drata Team
We’ve expanded CRM integrations to support custom tiebreaker rules during hourly account syncs. This helps ensure the right CRM account is linked in SafeBase, improving automation and reporting accuracy.
What’s New
Custom tiebreaker rules: Apply logic such as “most recent Last Modified Date” to resolve duplicate CRM accounts
Automatic linking: Hourly syncs now use these rules to connect SafeBase accounts with the correct CRM accounts
Notes
Available only on SafeBase Advanced and Enterprise plans
Custom tiebreaker rules must be configured by the SafeBase Solutions Architecture team