- snapADDY Knowledge Base
- CRM Integrations
- CRM System integration (Mapping)
CRM System Integration (CRM Mapping) - what information is required for DataQuality?
This article will show you all the information we need to start the CRM Mapping
1. Field definitions
2. Customer Specifications
Secondly, what we need to know is, which fields's answer should be sent to which corresponding field in your CRM system. For that purpose, there is a Excel template, that we kindly ask you to fill out.
In this document, you will specify your requirements. You can also define to send contact information (e.g. first name) to a CRM field other than the standard-field.
You can download the Excel-sheets here:
Salesforce |
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Microsoft Dynamics |
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SAP Sales Cloud |
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Pipedrive |
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SugarCRM |
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SuiteCRM |
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Sage |
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HubSpot |
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Weclapp |