How do I integrate TigerPaw CRM with Mindmatrix?

How do I integrate TigerPaw CRM with Mindmatrix?

Posted by The Team at Mindmatrix on 22 September 2016 05:54 AM


  • To integrate AMP with your TigerPaw account, Go to Setup > CRM > CRM


 

  • Check that company setting for TigerPaw CRM is existing as below.


Click on “Login to Activate”

Enter Public Key, Private Key and Account Rep number for your TigerPaw account as seen in below image.




  • Click ‘save '.

 

Choose a standard field to filter which contacts are connected through the sync. (example: Company Type = Customer, Prospect, Lead)

tigerpaw choose fields

  • You can change the sync time by selecting the required value from the relevant drop-down. 

  • Click ‘save’.
  • You have successfully integrated the Lead Machine account with your TigerPaw account.

We will get alert "Connected to Tigerpaw account successfully



 

 

Mapping TigerPaw Contact fields with AMP contact Fields

 

  • Click on the button ‘map fields’.
  • Click on ‘contact’ tab, and map TigerPaw contact fields with AMP contact fields from dropdown fields as below.

 

The following default fields may be mapped between the lead Machine and TigerPaw

 

AccountName

Prefix

FirstName

MiddleInitial

LastName

Name

Title

Department

Address1

City

State

PostalCode

Country

PersonalNotes

CategoryID

Assistant

LinkId

Email Address

Description

DoNotEmail



  • Click ‘save’.



This completes your TigerPaw integration.

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