Set up a CRM Integration

Administrative Permission Required

Administrative permission is required to access the portal settings. For more information, contact your supplier's point of contact.

Follow these steps to begin configuring an integration with a supported CRM. For more information about product and version support, see CRM Integration Compatibility and CRM Versions for Portal Integration.

Click here for detailed integration guides for each supported platform:

• Microsoft Dynamics
• Salesforce
• SalesLink
• SugarCRM
• Zoho

1. Navigate to > Settings.
2. Select CRM Settings in the left sidebar.
3. Click Add new CRM Integration.
4. Choose the required CRM from the drop down list.
5. In General Settings, provide this information:
   • Type - already completed
   • Supplier - select the supplier from the drop down list 
   • Records Leads in CRM as - choose whether leads from the partner portal are captured as lead records or contact records in the portal.
6. Complete the settings in the CRM Connection Settings, Usage Profile and Advanced General Options areas as applicable. For more information, see these articles, or refer to the platform-specific integration guides listed above:
   • CRM Connection Settings
   • Set up a Usage Profile for a CRM
   • Advanced General Options for CRM Integration
7. Click Save.

8. In the CRM Settings page, review the settings you've made, and confirm the integration is set to On.

   

9. Any subsequent changes to the CRM configuration will generate an email notification to all Admin users in your partner account.