Objective

This article helps you define which CRM records and columns Conversation Memory reads, and how often it syncs them. This is the second of the three steps in creating a CRM mapping.

Product

Conversation Memory

Environment

Twilio Console

User Account Permission/Role(s) Required

Your role must allow reading Conversation Memory memory stores.

Procedure

1. In the Twilio Console, select Data in the left sidebar.
2. Select Conversation Memory, then Memory stores.
3. Select the store, then open the Data sources tab and choose CRM.
4. Select Create mapping (or New mapping), then select Configure dataset in the Create CRM mapping task list.
5. On Configure dataset, choose New dataset, or Existing dataset to reuse one already saved on the account. Select Next.
6. On Set sync schedule, enter a Name for the dataset and choose how it syncs: Manual to sync only when you trigger it, or Interval and then pick a frequency. Select Next.
7. On Select collection and columns, choose the CRM collection you want to read, for example Contact, Account, or Lead, then select the columns you want to bring in.
8. Select Preview to see sample records from your CRM using the columns you chose, then select Next.
9. On Review, check the dataset name, schedule, and columns, then select Save dataset. You are returned to the task list with the dataset recorded, ready for you to add a mapping.

Additional Information

• The Existing dataset option only appears when your account already has at least one saved CRM dataset.
• Datasets are saved at the account level, so a dataset configured here can be reused by other mappings.
• A dataset needs a name before you can move on from the sync schedule step.
• Configuring a dataset does not yet write anything to your profiles. Complete the Add a mapping step to map its columns to customer profile traits.

This content was generated by AI and reviewed, edited, and verified by a human.