Setting up a CRM Usage Profile for Marketing Automation

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Unifyr Support
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  1. Navigate to portal_settings_icon.png > Settings.
  2. Select CRM Settings in the left sidebar.
  3. Choose Add a new CRM integration if required. Select the CRM from the drop-down list to start setting up the integration.
  4. Or, if the integration is already in the list, click Edit Settings next to its entry.
  5. In Usage Profile, check the Marketing Automation option.
  6. Scroll down to Advanced Marketing Automation Options, click the arrow to expand the view, and complete these settings:
    • Contacts
      • Select Pull Contacts to import contacts created in your CRM into your partner portal. The sync is run nightly. For Salesforce and Dynamics integrations, this can include contact lists too.
    • Leads
      • Enable the Synchronize Marketing Automation Leads option to sync events and pull lead status.
      • If the Minimum Lead Score Threshold option is enabled, leads generated through portal marketing activities must exceed this score threshold to be created and updated in your CRM. We suggest you start with the default score of 50.
      • In Lead Field Updates, specify whether updates made to a lead in the partner portal can be passed to the CRM. For example, if you've enabled Allow profile field updates, if a lead submits a form with a phone number different from the number you have for that lead in your CRM, the phone number is automatically updated in your CRM.
    • Opportunities
      • Opportunities originating from Marketing Automation leads will pull opportunities from your CRM that are originating from leads that were sent into your CRM from the portal.
      • Opportunities with a contact that matches a lead within the portal will pull opportunities from your CRM that have a contact that matches a lead by the email address that was generated from portal Marketing Automation.
      • None does not pull any opportunity information from the CRM.

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