Answers to Popular Questions about CRM Integrations

Answers to Popular Questions about CRM Integrations

Posted by The Team at Mindmatrix on 27 April 2016 03:09 PM

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:

 

  1. Adding new contacts to Mindmatrix from your CRM

You can add a new contact CRM and depending upon the setting, share this contact automatically with Mindmatrix! This makes it easier for your marketing team to follow-up with leads.(link - How do I import contacts?)

 

  1. Push notifications to your CRM

You can push to-do tasks or notifications to your CRM using smart lists. Follow these instructions to create a notification. (link - How do I create notifications?)

 

  1. CRM mapping settings are important to make sure you see the right data

Only map the fields for the data that is relevant to your marketing campaigns. Your Consultant advises you on this during the setup process. (link - How do I check mapped fields in my CRM?)

 

  1. How are hard bounced and unsubscribed contacts handled?

Mindmatrix will automatically unsubscribe hard bounced contacts and contacts who unsubscribe by clicking on a link at the bottom of your emails. However, this will not show up in your CRM unless the unsubscribe field is mapped to Mindmatrix. As a rule, you should never delete your unsubscribed contacts. We need a record of your contacts so we do not send to them again if they are unsubscribed or hard bounced.

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