SalesLink CRM Integration Guide

Administrative Permission Required

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

Overview

While ZiftONE can be deployed independently, integrating it with your existing infrastructure enhances the impact and value of the total solution. To streamline integration, ZiftONE 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 ZiftONE. 

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 ZiftONE

If you need help configuring SalesLink to accept leads from ZiftONE, contact Zift Support.

Step 2: Retrieve API Security Token from SalesLink

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

Step 3: Configure SalesLink CRM Settings in ZiftONE

To configure CRM Settings in ZiftONE, follow these steps:

  1. In ZiftONE, 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 ZiftONE 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 ZiftONE 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 ZiftONE's default score of 50.
      • Decide if you want ZiftONE 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 ZiftONE 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 Zift.
  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, ZiftONE will push leads from the supplier directly into your CRM and the settings you select will permit ZiftONE 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 ZiftONE 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 ZiftONE 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 ZiftONE 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 in ZiftONE

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

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

To turn on your SalesLink integration in ZiftONE, follow these steps:

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

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

How Do SalesLink and ZiftONE 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 ZiftONE or within 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 Zift, and lead distribution is selected with CRM settings, the default lead owners will still continue to receive lead notification emails.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.