Integrating Enquire CRM with Enquire MAP
Enquire MAP Features to make things more efficient
Automating Lead Score Progressions
Automatic Prospect/Contact Creation
Click to Call
Scheduled Contact Synchronization
** Please Note: Connect with the dedicated Enquire Account Manager
Getting Started with the Basics
Enquire MAP is used to market to prospects, nurture leads, and report on marketing/sales results. It is vital to capture all data for the Enquire CRM to feed to to Enquire MAP. Additionally, there are many early-stage actions that a prospect takes that are not yet ready for sales engagement. By means of using automation, the User can better determine which prospect activities are ready for sales engagement.
The base scenario: Data flows to Enquire from Enquire MAP when a prospect does something that Enquire is tracking. For example, a prospect fills out a web form on the community website which in turn, creates a new prospect profile in Enquire CRM. Note: The flow of this data from Enquire MAP to Enquire CRM is controlled in the Lead Processing workflows.
Visually, Navigate to Automation > Lead Processing
If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Enquire is 'more accurate' than that in Enquire MAP. Thus when a contact updates in Enquire, we should tell AD about the contact.
Note: Data flowing FROM Enquire CRM to MAP is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).
Setting Up Enquire CRM and Enquire MAP Communication
The portal ID and authorization from Enquire to use our API is required. Reach out to Enquire Support to find out what the appropriate Enquire portal ID is and to authorize the usage of the Enquire API with MAP. This will be required before moving forward with the integration with Enquire.
In Enquire MAP
If an account is note set up yet and their is group consensus that this will benefit the team, please reach out to Enquire Support and/or dedicated Enquire Account Manager!
In MAP, navigate to Administration > Account Settings > Integrations tab > Click on Add Application > Scroll to Third Party Applications > Click the Add Application button
- Select Enquire from the drop-down list
- Enter Enquire Portal ID
- Enter Enquire API Key
Now on every contact details page in MAP, on the Activity Timeline, and on the contact details section will show a Post to CRM button.
Clicking the button will post the prospect to Enquire.
In MAP, Navigate to Automation > Lead Processing where the user can customize the lead distribution and lead management. If the user has access to the Sales Lead Notifications or Phone Call Sales Notification workflows, they now will see a new workflow item in the Workflow Actions.
Please Note: If the Sales Lead Notifications workflow is read only, send an email to firstname.lastname@example.org, and Support will add the Enquire workflow element to the workflow.
This action will provide the ability to post/update a Prospects in Enquire. Everything requires a Prospect in Enquire, thus this object creates/updates Prospects and can create associated contacts as well.
The two modes of this action are
Mode 1: Primary Contact is the Prospect
Mode 2: Related contact is the Prospect
In Mode 2, the contact that filled out the form is also created using the associated relationship in the configuration.
Whenever a contact is pushed to Enquire MAP from Enquire CRM. The User must set this mapping up to know which fields to update in Enquire. Navigate to Administration > Account Settings > Integrations Tab.
Have the ability to map fields to Enquire Fields:Optional (but highly recommended):
In Enquire CRM
- Set up a custom fields in Enquire that allows the User to get to the contact in MAP. In the CRM form Editor, navigate to Admin > Form Builder, select General Information
- Drag over a text field
- Call it MAP Link
- The MAP field will enable MAP to post a prospect url that will give the salesperson the ability to open the contact in MAP.
In Enquire MAP
In Enquire MAP
Importing Contacts From Enquire CRM > Enquire MAP
After Enquire has been linked to the company or agency account, importing contacts is easy. In Enquire MAP, browse to Contacts > Import Contacts. There is an option for pulling contacts from Enquire:
The User will have full control over what to do if contacts exist, what fields map to what, etc.
Automatically update contacts in Enquire MAP from Enquire CRM
One of the more powerful features of the Enquire CRM to MAP integration is the ability to update contacts in MAP automatically. To automatically pull changes from CRM to MAP, use the contact import scheduler, navigating to Contacts > CRM Contact Updates. The import scheduler filter system provides full control over what gets data and which contacts are automatically updated in MAP.
Please Note: as with any import, MAP will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.
Automatically Push Prospect Activities to Enquire
If looking to have marketing email sends and marketing email opens in Enquire, use the Activity Scheduler workflow item.
In Enquire MAP
In the Enquire Email Activity Posting workflow (navigate to Automation > Lead Processing > Enquire Email Activity Posting, the User need to update each of the existing custom activity objects to map to the activities types in Enquire.