How to select and link a Twitter user to a Contact record?
You can link Twitter users who have mentioned or replied to your Tweets to existing contact records provided they are available in the CRM as a contact.
Follow these steps to select and link a contact:
- Click Actions.
- Click Select Contact. You will be directed to the Select Contact window.
- The user (Contact) who Tweeted will be displayed if they are already available in the CRM as a contact.
- Select the respective contact record.
With this, you have successfully linked an existing CRM contact record with Twitter.