Seamlessly connect contacts, refresh existing leads, and automatically kick-off workflows in Salesforce to better market to RIAs, insurance producers, and family offices.
Steps to set up the integration:
1. Understand your CRM instance
- CRD Mapping (if needed)
- If CRD Mapping is needed, you will need to provide an export of current companies and contacts from their CRM to your CSM
CRM Vision (The Hierarchy in your CRM):
- Option A: Firm CRD & Contact CRD - firm registration
- Option B: Firm/City/State
- Option C: Firm/City/State/Address (Branch/Office) (rare don't recommend)
- Option D: Named teams with Option A where no team
2. Connect AdvizorPro to your Salesforce instance
*Note you must have Salesforce Professional version or above and must have access to the API module in order to use the AdvizorPro Integration.
For set up instructions - CLICK HERE
3. Map core fields in AdvizorPro. Consider what fields you want to map over including whether the fields you want to map are on Leads, Contact, and/or Account.
- You may need to create new fields in your CRM if they do not already exist
4. Confirm automation preferences
- Do you want the integration to run automatically?
- Do you want it to run weekly? Monthly?
- Do you only want it to run when you tell it to? (i.e. Manual?)
5. Confirm Saved Searches you’d like to integrate
6. Manually run test on small integration pool
- Check everything is working correctly
7. Run first saved search push to CRM
-
Add more fields to the integration job as needed
If you have additional questions please let us know and reach out to us at support@advizorpro.com