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Knowledgebase : CRMs and Integrations

Autotask Integrate Autotask CRM with AMP How do I view an opportunity from Mindmatrix in Autotask? Autotask API user permission settings Opportunity First Import CRM TODO / activity Autotask	Connectwise How do I integrate Mindmatrix with Connectwise? How do I activate ConnectWise in Mindmatrix? How to create custom menus in Connectwise CRM How do I view an opportunity from Mindmatrix in ConnectWise? What fields can be mapped from ConnectWise? Create a ConnectWise API Member Opportunity First Import CRM TODO / activity Connectwise
Salesforce I am having trouble sending emails through Salesforce, what should I do? Can I push tasks from Mindmatrix to Salesforce? I use Google Chrome and I can't log into Mindmatrix from Salesforce--what should I do? How to add custom fields to Salesforce to map to Mindmatrix custom or contact fields? How do I send an email from Salesforce? How do I add a contact to a playbook from Salesforce? How do I create assets in Salesforce? Salesforce Integration Opportunity First Import How do I add remote site settings to my Salesforce account? CRM TODO / activity salesforce	Microsoft Dynamics Integrating Mindmatrix with Microsoft Dynamics CRM
Redtail How do I integrate Mindmatrix with Redtail?	Zoho Integrating Zoho CRM with Mindmatrix Opportunity First Import
TigerPaw How do I integrate TigerPaw CRM with Mindmatrix?	Hubspot Integrating Hubspot CRM with Mindmatrix AMP

How do I integrate my Mindmatrix account to Gotowebinar?

GOTOWEBINAR-MINDMATRIX INTEGRATION V 1.2 OVERVIEW You can now integrate GoToWebinar registrants with Mindmatrix The registrants get synced in Mindmatrix contact records as contacts. Hence, it eases contact database transfer between your GoToWebinar ac...

How does contact/lead syncing for CRMs work?

This article will provide you with an overview of how contact and lead syncing works between Mindmatrix and your CRM. GENERAL POINTS * CRM integration is a bi-directional sync. * Only one CRM may be integrated with an Organization or Company acco...

How do I push an opportunity into my CRM?

HOW TO PUSH OPPORTUNITIES WITH CONTACTS TO CRM STEP 1: Click to expand "VIEWS" and then click on "REPORT". STEP 2: Click on "PUSH TO CRM". NOTE: The Opportunities with Contacts can also be Auto Pushed depending on the Interest Level set for the c...

If your CRM (or PSA) is integrated with your Mindmatrix account, you probably have a few questions. Here are a few things you should know about your integration with Mindmatrix: * Adding new contacts to Mindmatrix from your CRM You can add a new ...

How do I check mapped fields in CRM integration?

Whenever you add an additional field to your CRM you would like to sync, or experience an issue with data syncing from your CRM to Mindmatrix, the first thing you should do is verify that your fields are properly mapped. "Fields" refer to places in the ...

What fields can be mapped from ConnectWise?

As you prepare for your CRM integration, you may be wondering which fields you can map from ConnectWise into Mindmatrix. Below is the complete list of ALL fields which can be synced between the platforms. * Address1 * Address2 * Caption * City ...

How do I push an opportunity to Salesforce?

HOW TO PUSH AN OPPORTUNITY TO SALESFORCE STEP 3: GO TO SETUP> CRM >CRM STEP 4: Click on the "CONFIGURE BUTTON" STEP 4: Login to sales force. STEP 5: Use the dropdown to select the items to import. STEP 21: Click on "MAP FIELDS". STEP 5: In th...

Integrating Hubspot CRM with Mindmatrix AMP

CRM INTEGRATION Integration with some CRMs exist to support bidirectional sync Contacts This document details how to complete a Hubspot integration with the Mindmatrix AMP Platform. The document is split into 2 parts, Part 1: Integration, and Part...

Integrating Zoho CRM with Mindmatrix

ZOHO CRM INTEGRATION This document details how to complete a Zoho integration with the Mindmatrix. 1. To integrate Zoho CRM with your AMP account, select "CRM and Add-ons" from the Set-up tab within Mindmatrix AMP. 2. Click on "Configure" 3. Enter...

CRM source of truth setting

SOURCE OF TRUTH (SOT) FOR CRM INTEGRATIONS: SOT is an option which is only available upon first setup of CRM integration. Three selection options. * CRM * AMP * Both CRM OPTION: When Flagging the SOT as CRM, the system will only update values i...

Autotask API user permission settings

AUTOTASK API USER PERMISSION SETTINGS To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. Within Autotask go to ->Admin option -> Features and settings Under RESOURCES / USERS (HR) SELECTION:...

CRM Push setting

CRM PUSH SETTING To adjust your CRM push setting, visit "Setup -> Lead Score -> Contact" This will bring you to the lead scoring page, which has a tab for "CRM" Choose the push setting you wish to use. For example if you choose "medium" any contacts...

Opportunity First Import

OPPORTUNITY FIRST IMPORT Feature: This feature will display a checkbox when the opportunity import has completed initial processing. Who will be using this? Administrators Benefits: Admins can see when initial import is complete and check ...

How do I add remote site settings to my Salesforce account?

ADDING REMOTE SITE SETTINGS IN YOUR SALESFORCE ACCOUNT. Feature: For customers who have a custom domain, you may need to add a remote site to your salesforce settings. Who will be using this? Administrators during salesforce authentication setup. (See...

CRM TODO / activity Zoho

Reference this article to get started with TODO notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 [http://my.mindmatrix.net/index.php?/Knowledgebase/Articl...

CRM TODO / activity Autotask

CRM TODO / activity Connectwise

CRM TODO / activity salesforce

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