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Integrations are used in conjunction to Automation rules to make the CRM even better. This section will go in more details on how to setup the integrations. For more use cases/ explanation on how to use the integrations, you can find out more on the automation page use case page.
Navigating to the Integration Page
You can find the integration page from the last icon on the left side of the app. This will take you directly to all the currently supported integrations in the Sales CRM. Alternatively, in the automation page, you can click on the integrated tool’s icon on the upper right of the screen to be taken back to the integration page.
Integrating to Jira Service Management (JSM)
You can integrate JSM with Sale CRM to sync customers & organizations, convert new tickets into sales, and more.
Setup
Unlike Slack, you do not need to do any particular setup for JSM as it will use your default instance name (e.g: 123.atlassian.net). To enable the integration, you will need to click on the toggle on the right side of the screen, when the switch goes to the right side and the color changes to blue, then it is on.
Mapping JSM Fields to Sales CRM
When you initially activate the JSM integration, you will be prompted to map fields from JSM to the relevant Sales CRM deal fields. In other words, you can map JSM fields to a new Deal in Sales CRM so that when the integration triggers, Sales CRM will create a deal and populate the information (e.g: Name, and Description) with the information from JSM.
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You can map Custom fields in Deals with fields from JSM. (To add a Sales CRM custom field: Deals → Grid View → Add column → New Field)
You can add custom fields from JSM as long as they are simple text (e.g: In your Support form, you can ask customers extra relevant information and map it with the integration).
Related types of actions
Events:
Issue Created: This action will trigger when an issue/ticket is created in JSM
Customer Created: This Action will trigger when a customer is created in JSM, either via “sign-up” or manually added (https://support.atlassian.com/jira-service-management-cloud/docs/manage-customer-detail-fields/ )
Customer Updated: This Action will trigger when someone edits the customer detail fields
Actions:
Convert to a sale: This action will only be selectable when the JSM automation event “Issue Created” is chosen. The automation will gather the customer data from the ticket and create a deal automatically based on it, with the ticket as the associated issue.
Convert to a contact: This action will only be selectable when the JSM automation events “Customer is Created” or “Customer Updated” are chosen. This will automatically convert the customer information from JSM into a contact.
Integrating to Slack
You can send automatic notifications to a particular slack channel or slack user by connecting Sale CRM to Slack. This can be done to update the team of any types of event happening (new sale, assigned to a user, deal moved to a different stage, etc.)
Setup
When you enable the integration with slack (click on the toggle on the right side of the screen, when the switch goes to the right side and the color changes to blue, then it is on), you will be shown a page to link your Slack instance to your Sales CRM.
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If you Allow this sync to happen, the integration will then be completed. You will then be able to go back to the Automation Page and set things up
Example:
In the Automation Page, you will be able to add Slack as a Result to an event. For example, in the case below, every time a Status to a deal is changed from Open to Closed - Then Slack will send that message to both the #random and #general channel that the deal has updated
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Result:
Once the integration is created - you will receive a message in the designated Slack Channel once the rule is triggered. In addition, you will be able to look at. the log of the Automation rule to see if the rule triggered correctly.
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Integrating to Hubspot
You can integrate Calendar Meetings to Sales CRM through Hubspot meeting links. In other words, this integration allows you to grab fields from meeting link’s forms from Hubspot’s Meeting Scheduler and add those fields to a new deal in Sales CRM
Setup
This is a two part setup. Part one will be in Hubspot and Part two will be in Sales CRM.
Part 1 - Setting up a Private App in Hubspot
To properly connect Sales CRM to Hubspot, you will need to integrate the two tools through a private app in Hubspot.
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Once complete, you will be able to see what webhooks the app accesses, and have data on the private apps (how many calls are made, and so on).
Part 2 - Setting up the integration in Sales CRM
In part 2, we will fill in the details in Sales CRM so that the automation can work flawlessly.
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As any automation, you can add additional steps.
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Example & Result
In our example we mapped the following fields (view image).
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This integration can work on any Hubspot Plans (free and above). However, do note that on the free Hubspot Plan, you do not have the ability to customize the booking link’s form.
You will need to connect your calendars for this integration to work
You can map custom fields from the Hubspot Calendar Form to Sales CRM if you add custom fields to Sales CRM (e.g: Deals → Grid View → Add column → New Field)
Booking links using the same email addresses will not generate a new deal (the automation will not trigger)
The integration will work on all the booking links created from Hubspot
Mailchimp Integration
The Mailchimp integration is a way to export contacts in Sales CRM to an audience list in Mailchimp where they can then be put in certain email lists. For example, after a demo, you could send them in a drip campaign automatically.
Setup
There are two parts to the setup : In MailChimp and in Sales CRM. You will need special permissions to access and create API keys.
Part 1: Grabbing the API key from Mailchimp.
In Mailchimp, the API keys page in your account can be found by following these steps:
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Once the key is copied, head to Sales CRM
Part 2: Setting up the Mailchimp integration in Sales CRM
Once the Key has been created, head to the integration section in Sales CRM and select the Mailchimp Integration.
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Once you apply the data you can close the API. When the integration switch is to the right and emits a blue color, it means that the integration is online (otherwise it would be grey).
Mailchimp Automation Rule Setup
Once The integration has been setup correctly, you will then need to create an automation for that rule. The Mailchimp automation acts as an Action (“Then Sync contact to Mailchimp”). However, you are able to choose your Event or trigger (“When this happens”) based on the “basic” integration options.
About Mailchimp Audiences
When you select the Mailchimp Integration, you will then be asked to select an audience list from Mailchimp. In Mailchimp, an audience is where you store and manage your contacts.
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3️. Click 'Create Audience'.
Example
In the example depicted below, we created an automation so that when a sale is moved to the funnel “Negotiation” - let’s say after a demo has been done, then we would create an action to automatically place the contact in the audience list “Sales CRM Mailchimp Automation. As previously mentioned, the event can be changed to be something relevant to your pipeline and process.
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Result
If we trigger the automation from our example below, we can see that when a sale has been put to the funnel “Proposal”, our contact has been sent to Mailchimp. This can be confirmed from the automation’s activity log, which displays that the automation has succeeded.
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First Name (from contact’s given name)
Last Name (from contact’s given name)
Phone Number (from contact field)
Birthday (From Contact field)
Address (from linked Company field)
Country (from linked Company field)
State/Province/Region (from linked Company field)
City (from linked Company field)
Postal/Zip Code (from linked Company field)
Other Use Case Examples
Some examples of possible use cases:
Hubspot Calendar to Mailchimp follow-ups
If you use Hubspot Calendar meetings to have prospects book demos with you, you can, with the Sales CRM Hubspot integration (see above) convert those demos into a new deal at the time of the calendar event creation. After the demo has been completed, you can add a Mailchimp integration so that, if the prospect qualifies and put in a specific funnel, they will be put in an drip campaign automatically as part of a follow-up effort.
Automatically add JSM Issue Contact to Mailchimp
You can create an automation so that when a JSM Issue is created, you can create a deal automatically with the Sales CRM JSM integration (see above). Because JSM contacts are always going to be created in your first funnel (most left column in the deals section). You can create a Mailchimp automation so that every time a deal is created, they will be put in an marketing list. This could be useful if you wanted to actively grab and follow-up with clients. For example, to ask for more elaborate feedback than what JSM might ask.
Automatically add Contacts to different Mailchimp Campaigns based on Stage
This is just an example to showcase the possibilities with the “non-integration” automation triggers. You could add a contact to a Mailchimp list whenever their Stage changes to Unqualified or Lost. For example, the list could automatically thank them for their time and let them know what they’re missing.
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As mentioned, there are many more “non-integration” triggers available with Mailchimp, which may be useful based on your current process and pipeline. For more information on the triggers possibility, please see this link