Integrating Map My Customers with your CRM

This article covers Map My Customers self-service integrations - integrations that you can set up on your own through your Map My Customers account settings.  

Self-service integrations are available for the popular customer relationship management tool (CRMs) listed below: 

• Salesforce
• HubSpot
• Zoho
• Dynamics

For CRMs not listed here, or other systems such as ERPs, you have the option to sync via FTP, manual imports, Zapier connections, or using our public API. Email support@mapmycustomers.me to request help with integrations or to request that we build a new self-service integration. 

Integrating Map My Customers with your CRM ensures that all of your company, people, deal, and activity records are available and up-to-date in Map My Customers. If your account has two-way sync set up between your CRM and Map My Customers, then activities, notes, and updates to company, people, and deals can be sent from Map My Customers to your CRM.

This section explains how to:

• One-way vs two-way sync
• Select a CRM to sync with
• Choose which tables and users to sync
• Map fields between tables in CRM and tables in MMC
• Set a frequency and time for your sync
• Diagnose sync issues 
• Edit your sync

One-way sync vs. Two-way sync

Integrating Map My Customers with your CRM ensures that all of your company, people, deal and activity records are available and up-to-date in Map My Customers. The one-way sync flows data from your CRM into MMC. 

With two-way sync set up between your CRM and Map My Customers, your sales reps activities, notes, and other updates to their company, people, and deal records are sent from your CRM into Map My Customers and from Map My Customers back into your CRM.

If you are a current Map My Customers customer looking for two-way sync or on a Map My Customers free trial, please reach out to our team here for more information before getting started.

Selecting a CRM to sync with

To begin, you’ll want to access the integrations page by:

1. Clicking the “Settings” gear symbol in the Navigation Bar.
2. Click “Integrations” from the sidebar menu.

Click the CRM provider of your choice and you’re off to the races. You’ll simply authenticate with your provider and then be redirected back to Map My Customers where you’ll be able to move on with the next step -- choosing the tables and users you’d like to sync with.

Note: if you are trying to integrate with Salesforce, you must have a version that includes API access. Supported versions of Salesforce include:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition

Choosing which tables and users to sync 

The first step is to choose which records you’d like to sync from your CRM to Map My Customers. You can choose from Companies, People, Deals, and Activities. 

The next step is to map your CRM users to the appropriate MMC user. This step needs to be completed every time a new user is added into MMC for integration organizations. 

Keep in mind that you’ll only be able to match a user in CRM to a user with an active license in Map My Customers. MMC will ONLY pull data from CRM for records that are owned by an active MMC license.

In the example below - data owned in Hubspot by Jordan, JT and Matthew with NOT sync to MMC. 

Click the blue ‘Continue to next step’ button at the bottom right of your screen. 

Mapping fields between tables

For each record type you’ve decided to sync you’ll need to match the fields in your CRM with the fields in Map My Customers. This step ensures that data in your CRM is mapped and sent to the right fields in Map My Customers. For example, the CRM field “Account Name” would be mapped to the “Company” field in Map My Customers.

Open and close each record type table by clicking on the blue header/name of the table. 

For each field in Map My Customers that you want to populate with data from your CRM, use the dropdown list to select the matching field in your CRM. 

When a field is successfully mapped, the “Sync Enabled” column will turn green for that row. 

Creating Groups with Field Mapping

When mapping fields, you can opt to simultaneously create Groups. When the “Create Groups” box is checked  for a field, Map My Customers will assign all records that have the same value to a Group. Opting to create a group from the field “Status” creates groups for each unique status. 

For instance, if two records have a Status  of “Active” and three records have a Status of “Inactive”, then Map My Customers will create two Groups titled “Active” and “Inactive” respectively. All records with those values will be grouped together going forward. 

When you’re ready to move on to the next step of the process, click the blue ‘Continue to next step’ button one more time at the bottom right of your screen. 

Setting sync frequency and time

The last step of the process is to: 

1. Set the frequency of your sync (once a day, once a week, or once a month)
2. Select what time of the day you want Map My Customer to sync with your CRM 
3. Choose whether or not you’d like to receive emails with details of each sync run.

To kick off your first sync , just click the “Continue to next step” button one last time.

Diagnosing sync issues

If you’ve toggled on he option “Receive emails with integration details after each sync”, you will receive a spreadsheet with details of any records that have been added or modified during the most recent sync run. 

This spreadsheet will also contain details on any skipped or errored records from the sync, plus associated warning messages to help you diagnose what needs to be corrected for the sync to work properly on the next run.

Editing your sync

To edit your sync, click on the blue ‘Edit’ sync button at the top right of the main Integrations page. 

The interface you used to set up your sync will be shown to you once again to make any required changes. Once you save the changes, the edits will be applied automatically on the next sync run.

Disconnect an app from HubSpot

To disconnect an app from your HubSpot account:

1. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps
   
   
   
   
2. Click Actions on the app you want to disconnect, then click Uninstall.
   
   
   
   
   
   
3. In the dialog box, type “uninstall” in the text field and click Uninstall.