Insurance companies use transaction categories to track every stage of a policy’s lifecycle. Each code represents a specific event—whether it’s starting, updating, renewing, canceling, or auditing a policy. Here’s a [...]
Push Data From Mautic To Salesforce
Pushing records from Mautic to Salesforce using Segments and Campaign Below are the steps to push specific records (using filters) from Mautic to Salesforce: Create Segment Segments are the [...]







