Setting up a CRM Usage Profile for Lead Distribution

Unifyr Support
Unifyr Support
  • Updated
  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 Lead Distribution option.
  6. Scroll down to Advanced Lead Distribution Options, click the arrow to expand the view, and complete these settings:
    • Leads - Select the fields that should be updated in your CRM if a lead from your supplier already exists in your CRM.
      • If the Synchronize Supplier Leads option is enabled, leads that are distributed to you from your supplier will be synchronized to your CRM on a daily basis. They will be created as either leads or contacts in the CRM, depending on the General Settings > Record Leads As setting. New leads will always be created and include all information along with all marketing events. 
      • If a Lead Field Updates option is enabled, updates to synced leads that occur in the partner portal will be passed to the CRM. As lead information is updated in your CRM, it will be provided to your supplier, including events and activities, lead status, and other profile and custom field information. You can choose to allow supplier-specific field updates only, allow both profile and supplier-specific field updates, or not to allow updates at all.
        • Profile fields - standard fields, i.e. Name, Email, Address, Phone
        • Supplier-specific fields - custom information requested by your supplier
      • If the Send custom fields into the Notes field option is enabled, any updates made in the partner portal to custom lead fields from the supplier will be saved to the lead record's Notes section.
    • Opportunities
      • When Provide Distributed Lead Opportunities to Supplier is checked, you provide opportunity information from leads that are distributed from your supplier. There are different options depending on the CRM you are using for how to pull opportunities back.
        • Opportunities originating from Marketing Activity leads will pull opportunities from your CRM that originate from distributed leads sent into the CRM from the portal.
        • Opportunities with a contact matching a lead within the portal will pull opportunities from your CRM that have a contact that matches a distributed lead by email address.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.