This article explains how to export (add) or update a company and a contact into your CRM.
IMPORTANT: To export or update a company and a contact in the Salesforce, Microsoft Dynamics Online/ On-Premise, NetSuite, SAP C4C, and Sugar CRM, follow the instructions in this article. The steps mentioned below are same for all CRMs supported by InsideView.
Note: The term "Export" here refers to adding a record into your CRM from InsideView Sales. You can use the export feature in following scenarios:
- If contact/company does not exist in your CRM, you can export that particular company/contact in your CRM by creating a new record.
- If contact/company exists in your CRM, you can either choose to update or create a new record with a different name.
- If a company has multiple matches in the CRM, you can choose one from the list.
- If a contact is added for the first time and InsideView Sales finds multiple companies to which the particular contact is associated, you can choose one.
In this article, Salesforce CRM is used as an example to export or update a contact and company data from InsideView Sales.
Exporting and Updating the Contact in Salesforce CRM
You can export (add) and update or sync the latest contact data from InsideView in your CRM.
|1||Go to the Contact page||
|2||Create a new contact||Accept the default custom field mappings to create a contact in your Salesforce CRM. Else, modify the field mappings.
By default, the Direct phone number of the contact (if available) is selected. If you prefer to sync the corporate phone number, select the Corp number from the drop-down.
Click Create Contact.
|3||Confirm||Once the contact is created in your Sales CRM, the following confirmation message appears:
|4||Update Contact Data||Now that you have added the contact in Salesforce CRM, update or sync the latest contact information from InsideView. Go to the People tab and select a contact that you just added in Salesforce CRM.
On the Export Contact Data window, select the Update radio option and click Continue.
|5||Sync||Go to the People tab and search for the Contact that you just created and click Update CRM and accept the default fields or else change the fields that you want to update in Salesforce CRM, and then click Update Contact.
The following confirmation appears:
|6||Update multiple Contact matches||
If you want to update multiple contacts in InsideView Sales, you can select records that you want to add in your CRM to an accurate company as illustrated:
If there are duplicates of same contact, the following screen appears:
Select an option to resolve duplicates and click Done.
On the next screen, by default, Direct Phone (if available) is selected. Select Direct Phone Only or Corporate Phone Only in the Phone drop-down and click Done.
Once all contacts are either created or updated the following confirmation messages appears. Click OK.
|7||Verify contact and company details||Once the contact is added into your CRM, go to each contact and click Update CRM to update the contact and company information in the Salesforce CRM.
When the contact is updated successfully, the following screen appears:
Refer to the steps 2 to 4 above to want to update the contact into your Salesforce CRM.
Exporting and Updating a Company Data in Salesforce CRM
You can export (add) and update or sync the company data from InsideView into your CRM.
Export or update the company data in the following scenarios:
- If a contact exists in the CRM, but the account to which the contact is associated does not exist in the CRM. In this case, export the contact to add the company data in Salesforce CRM.
- If both the contact and account exist in the CRM, InsideView recommends you to export them from InsideView Sales web view application. Refer to Step 6 below for more information.
|1||Go to the Accounts page||
|2||Create a new company||Accept the default custom field mappings to create a company in your Salesforce CRM. Else, modify the field mappings, and then click Create Account.
|3||Confirm and Update||Once the company is created in your Salesforce CRM, the following confirmation message appears:
To sync the account data from InsideView, go to the Account page and click Update CRM, and on the Update CRM window, click Update Account.
When the account data is updated, the following message appears:
|4||Export and Account from the Standalone application||
To export an account that does not exist in the Salesforce CRM from InsideView Sales standalone application, click the Open InsideView.com link under the Enterprise license icon as illustrated.
Note: You can also navigate to InsideView Sales standalone application by clicking on the company or contact name.
|5||Export the Company data||In the Company Details page, click the Export icon.
|6||Update the Company Data||You choose to either add a company that does exist in Salesforce CRM or update/sync the accurate match for the company found in InsideView . On the Export Account window, select a company that is correct to update in Salesforce CRM.
The instructions below lets you decide when to choose the option the Update or Crreate a New Company and the steps below illustrate the various available options.
Option 1: Select the Update radio option and click Continue.
Option 2: select the Create New Account radio option and click Continue to export the company data into Salesforce CRM.
Option 3: Similarly, you can go to the Contact Detail page, and then click the Update CRM to add a contact in your CRM.
If a contact already exits in a company, the company matches are displayed on the Export Contact page.
Option 4: Else, select the Create new contact radio option.
|7||Export Account and Contact||Accept the default fields or else change the fields that you want to update in Salesforce CRM, and then click Create Account & Contact.
Once the account and contact is created, a confirmation message is displayed.