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CRM Integrations
More about system integration, direct installation in the CRM system, and customization options and duplicate check
Frequently Asked Questions (FAQ)
- Which CRM systems are supported by snapADDY?
- What does CRM mapping mean?
- Which fields can I export to the CRM by default?
- How to download the field definitions?
- I can't download the field definition in snapADDY DataQuality. What can I do?
- How can I assign a campaign ID to a VisitReport questionnaire and where do I find the campaign IDs in my CRM system?
- Technical requirements and product discontinuations
CRM System integration (Mapping)
- Can I create and customize my CRM mapping myself? (snapADDY DataQuality)
- CRM System Integration (CRM Mapping) - what information is required for DataQuality?
- Can I create and customize my CRM mapping myself? (snapADDY VisitReport)
- CRM System Integration (CRM Mapping) - what information is required for VisitReport
- Creating a report in the VisitReport app via deeplinks
- About approved mapping revisions
Salesforce
- Default CRM mapping for Salesforce
- Known solutions for Salesforce
- How does snapADDY support the different record types in my Salesforce account?
- Recommendation for the VisitReport connection via a custom object
- Canvas personal app - Error message while connection snapADDY to Salesforce
- Where can I find the UserIDs in Salesforce?
- The Lead Owner is not filled in correctly
- I am getting the error "INVALID_SESSION_ID: Session expired or invalid"
- Error message: INVALID_FIELD: No such column 'MobilePhone' on subject of type Lead
- Where can I find the Campaign ID in Salesforce?
MS Dynamics 365 CRM
- Default CRM mapping for Microsoft Dynamics CRM
- Where can I find schema names and option values?
- Where can I find the Campaign ID in Microsoft Dynamics?
- How can I export Lookup-ID's from Dynamics? Example: User ID's from the user entity
- How can I find Record ID for marketing campaigns in Dynamics?
- Known solutions for Microsoft Dynamics CRM
- Error: OAuth Connection to Microsoft Dynamics does not work
- Error: Unable to connect to CRM after migrating from one Microsoft Dynamics tenant to another
SAP Sales Cloud
- Default CRM mapping for SAP Sales Cloud
- Where can I find the Campaign ID in SAP Sales Cloud?
- Known solutions for SAP Sales Cloud
- Create/enable SAP Sales Cloud custom fields for snapADDY
- How to set-up OAuth connection with SAP Sales Cloud
- How to configure DataQuality Automation to use shared CRM connections for SAP