ZiftONE pushes either leads or contacts based on your CRM Connection setting. To view the setting, navigate to Settings > CRM Settings and select your CRM, then go to Record Leads in CRM as.
Note: Administrative permission is required to access the ZiftONE settings. For more information, contact your supplier's point of contact.
Overview
ZiftONE CRM Settings has four sections:
- General - contains limited information that includes the CRM type, supplier name, and how to record leads.
- CRM Connection - these settings feature the CRM username, password, and security information. This information is gathered from the CRM.
- Usage Profile - this determines how ZiftONE will handle your Marketing Automation leads with Advanced Marketing Automation Options and Lead Distribution leads with Advanced Lead Distribution Options.
- Advanced General Options - these apply to all leads in the ZiftONE account, regardless of their origin.
CRMs have different ways of connecting to ZiftONE:
- Salesforce provides security keys.
- Microsoft Dynamics, Sage, Saleslink, and SugarCRM require a WSDL URL. The information will be obtained from the CRM and will be entered in the CRM Connection Settings for the individual CRM.
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