About CRM Usage Profiles

There are two different profiles for CRM integration with your partner portal. During the CRM integration setup, you can select to implement one or both.

• The Marketing Automation profile synchronizes leads between your portal and your CRM. This profile synchronizes leads generated through your portal campaigns with 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.
• The Lead Distribution profile enables you 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, the portal pushes leads from the supplier directly into your CRM and the settings you select will permit the portal to pull back updates on those leads and any opportunities generated from the leads and opportunities. These CRMs support Lead Distribution:
  • Salesforce
  • Microsoft Dynamics
  • Saleslink 3.5 or higher with Zift web service installation