Mapping Sales Lead Status in your CRM to ZiftONE

(Salesforce and SugarCRM only) Mapping your Sales Lead Status fields provides a way for you to have one set of Sales Lead Status values in both your CRM and ZiftONE. When the Sales Lead Status are mapped properly, you will be able to sync the values from your CRM with ZiftONE.

1. Navigate to > Settings.
2. Select CRM Settings in the left-hand sidebar.
3. Choose Add a new CRM integration if required. Select the CRM from the drop-down list to start setting up the integration.
4. Or, if the integration is already in the list, click Edit Settings next to its entry.
5. In the Advanced General Options area, click the arrow to expand the view.
6. Enable the Lead Status Mapping option.
7. Map the Lead Sales Status values in your CRM to the equivalent Lead Sales Status values in ZiftONE.
   • ZiftONE automatically populates the CRM values with the default mappings.
   • CRM Lead Status Value displays the value from the CRM. You can change it by typing in the field. We recommend that you copy and paste the value from your CRM to this field when making a change. To find the values for your specific CRM, see one of our CRM Integration Guides.
   • Zift Lead Status Value displays the equivalent field in ZiftONE. You can change it by selecting a different one from the drop down list.
   • Click Add to create a new mapping or Delete to remove a mapping.
   • A Zift Lead Sales Status Value can be mapped to more than one CRM Lead Status Value.
8. In Value for Display, select which Lead Status Values to display in the partner portal - those from the CRM or the ZiftONE values. These statuses display in the Lead Details, in the Registered Leads list, the CSV export for Registered Leads, and the Lead Distribution email.