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Knowledgebase : CRMs and Integrations

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...
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 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 ...
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 ...
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 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...
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 2: Pushing Contacts. Both are required to complete the integration process. PART 1: INTEGRATI...
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 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:...