Are leads or contacts pushed to my CRM?

Either leads or contacts are pushed to your CRM, based on your CRM Connection setting. To view the setting, navigate to Settings > CRM Settings and select your CRM. In Settings > General Settings, see the value of the Record Leads in CRM as setting.

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

Overview

CRM Settings for an integration 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 the integration 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 your leads, regardless of their origin.

CRMs have different ways of connecting to your portal:

• 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.