SalesLink CRM Integration Guide

Administrative Permission Required

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

Overview

While the portal can be deployed independently, integrating it with your existing infrastructure enhances the impact and value of the total solution. To streamline integration, the portal has pre-built connectors to many third-party CRMs.

In this article, we walk you through the full setup process for integrating your SalesLink CRM with the portal. 

Before You Begin

Before you begin setting up your SalesLink CRM integration, you should be familiar with the topics covered in this article.

• Settings: How to Set Up a Usage Profile for a CRM
• Settings: How to Set Up CRM Connection Settings
• Settings: How to Set Up Advanced General Options for CRM
• CRM Status Mapping Summary

Integration Steps

Click + expand each section.

Step 1: Configure SalesLink to Accept Leads from the Portal

If you need help configuring SalesLink to accept leads from the portal, contact Support.

Step 2: Retrieve API Security Token from SalesLink

If you need help retrieving your SalesLink security token, contact Support.

Step 3: Configure SalesLink CRM Settings

To configure CRM Settings in the portal, follow these steps:

1. Navigate to Settings > CRM Settings.
2. Click Edit Settings next to SalesLink.
3. Complete all settings for each of these categories: General Settings, CRM Connection Settings, Usage Profile Settings, and Advanced General Options.

SalesLink General Settings

1. Select a supplier from the drop-down list.
2. Choose whether to record new leads in the CRM as leads or as contacts.

SalesLink CRM Connection Settings

1. Provide your SalesLink username.
2. Provide your SalesLink password.
3. Provide the service URL you retrieved in Step 2 of this guide.
   • At this point, you can click Save and Test CRM Connection to verify that your SalesLink login information and security key are correct. Return to this menu to complete the remaining settings.

SalesLink Usage Profile Settings

1. Check Marketing Automation to synchronize leads between the portal and your CRM, based on a minimum lead-score threshold that you determine. You can also have opportunities generated in your CRM with leads sent back to the supplier.

   To configure your marketing automation profile settings, scroll down and click Advanced Marketing Automation Options. Provide the following information:

   • Leads
     • Check Synchronize Marketing Automation Leads and events will always be synced and the lead status will always be pulled.
     • Set a minimum lead score threshold. Leads generated through portal marketing activities that are sent into your CRM must exceed this threshold before they will be created and updated in your CRM. We suggest you start at the default score of 50.
     • Decide if you want the portal to perform lead field updates in your CRM. For example, if a lead submits a form with a phone number different from the number you have for that lead in your CRM, this setting allows the portal to automatically update the phone number in your CRM.
   • Opportunities
     • Check Opportunities originating from Marketing Automation leads to pull opportunities from your CRM that are originating from leads that were sent into your CRM from the portal.

2. Check Lead Distribution to receive leads from your supplier directly in your CRM and reports back to the supplier on the status of those leads and related opportunities. Through this profile, the portal will push leads from the supplier directly into your CRM and the settings you select will permit the portal to pull back updates on those leads and any opportunities generated from the leads and opportunities.

   To configure your lead distribution profile settings, scroll down and click Advanced Lead Distribution Options. Provide the following information:

   • Leads
     • Check Synchronize Supplier Leads to create new leads as either leads or contacts in your CRM based on the Record Leads As setting you set in General Settings. New leads will always be created and include all information along with all marketing events.
     • Check Send custom fields into the Notes field and updates that occur in the portal for custom lead fields from the supplier will be saved in the CRM in the Notes section.
   • Opportunities
     • Check Opportunities with a contact matching a lead within the portal to pull opportunities from your CRM that have a contact that matches a distributed lead by email address.

SalesLink Advanced General Options

Leads

• Lead Event Types

  • Select the lead event types to update in your CRM. We can update email open, email click, email unsubscribe, web plugin view, web plugin click, form submission, telequalification event, SMS delivered, SMS click, supplier event, and link conversion.

    Data from portal activity appears in the Notes and Activities fields in your CRM. We can pull the following data from your CRM: subject, activity type, activity status, priority and due date for each event.

When all settings have been completed, click Save.

Step 4: Turn SalesLink Integration on

Your SalesLink integration will be active when you turn the integration on in the portal.

Make sure you clicked Save after completing all setting in Step 3.

To turn on your SalesLink integration, follow these steps:

1. In Settings > CRM Settings, find SalesLink in the list of CRMs.
2. Next to the name of the CRM, click On.

If SalesLink or the portal experience any connection errors, an error message will appear under the SalesLink information telling you what actions to take.

How Do SalesLink and the Portal Work Together?

• The SalesLink CRM allows users to accept or reject leads directly within the CRM.
• Distributed leads will sync with the SalesLink CRM whether or not they have been accepted in the portal or from the notification email.
• Distributed leads will sync with the SalesLink CRM almost immediately after being distributed by the supplier.
• If the SalesLink CRM is connected to the portal, and lead distribution is selected with CRM settings, the default lead owners will still continue to receive lead notification emails.