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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...
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...
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:...
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 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 ...
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...
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...
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...
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...
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...