Publish Criteria

Modified on Tue, 10 Jan, 2023 at 7:47 PM

Publish Criteria is defined by a rule or a set of rules. To define the Publish Criteria, you need an integration with a Data Publisher such as Salesforce, Hubspot, Marketo, Pardot, etc.

Follow the steps below to set up your Publish Criteria for any chosen integration.

  1.  From the Left Nav Menu, go to Setup > Integration 
  2. Select the integration that is currently in use. We are choosing Salesforce as an example, but you can choose the integration that you use.

  3.  On the selected Integration page, click Publish Criteria.

  4. On the Publish Criteria pop-up window, create a rule. To add more rules click on +Add rule and then click Save Criteria. 

  5. Select the Match rule from the dropdown.

  6. To Add another set of rules, click on +Add Filter

    Note: Leads will be published to the integrated platform based on the defined Publish Criteria.

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