CRM Connection Settings

Administrative Permission Required

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

Overview

ZiftONE's settings for a CRM integration has four sections. They can be accessed by going to > Settings > CRM Settings and adding or accessing an entry for a CRM integration:

• General Settings - contains limited information that includes the CRM type, supplier name, and how to record leads.
• CRM Connection Settings - the login credentials for the CRM, such as CRM username, password, and security configuration. This information is gathered from the CRM.
• Usage Profile - determines how ZiftONE will handle your Marketing Automation leads and Lead Distribution leads.
• Advanced General Options - apply to all leads in the ZiftONE account, regardless of their origin.

In this article, we cover CRM Connections.  For step-by-step instructions for your specific CRM, see that CRM's Implementation Guide:

• Microsoft Dynamics CRM
• Salesforce CRM
• Saleslink CRM
• SugarCRM
• Zoho CRM

CRMs have different ways of connecting to ZiftONE.

• Salesforce provides security keys.
• Microsoft Dynamics, SalesLink, and SugarCRM require a WSDL or Service URL.

Follow the directions below for either security key or URL to set up your CRM Connection settings.

Contents

Click + to expand each section.

Add a Security Key to your CRM Settings

If your CRM uses security keys, for example Salesforce, follow these steps to add the key to your CRM Connection settings:

1. Navigate to > Settings.
2. Select CRM Settings from 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 CRM Connection Settings, add the security key or token provided by your CRM into the Security Key field. Each CRM works differently. Refer to the implementation guide for your specific CRM for more directions on how to add CRM-specific security keys.
6. Click Save and Test CRM Connection to verify the information entered. You will see a message confirming whether the connection was successful or not.

Add a WSDL or Service URL to your CRM Settings

If your CRM uses URLs to verify security information, for example Microsoft Dynamics, follow these steps to add the key to your CRM Connection settings:

1. Navigate to > Settings.
2. Select CRM Settings from 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 CRM Connection Settings, add the URLs provided by your CRM. Each CRM works differently. Refer to the implementation guide for your specific CRM for more directions on how to add CRM-specific security keys.
6. Click Save and Test CRM Connection to verify the information entered. You will see a message confirming whether the connection was successful or not.

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