Read through some frequently asked questions involving CRM integration.

Do I need a CRM?

A CRM is not required to use Prospect Insight. Prospect Insight offers a complete web marketing automation suite independent of any CRM.

What syncs with my CRM?

The following states what details sync with your CRM.

What happens once I assign a prospect?

Once a prospect is assigned, the new prospect owner will receive an email notification as well as have a new lead record in his CRM instance. The record will contain any data captured by Prospect Insight as well as the prospect's score, grade, and a URL to quickly view the prospect's activity history.

When are leads synced with the CRM?

Leads are synced with the CRM in several different scenarios.

How do default fields map to Salesforce.com fields?

Most default prospect fields automatically map to Salesforce.com fields.

How do I sync up my custom fields?

You can sync custom Prospect Insight fields with custom fields in your CRM.

Can I integrate Prospect Insight with salesforce.com web2lead forms?

A simple integration allows you make use of salesforce.com's forms for campaign and source tracking as well as Prospect Insight's micro-level web analytics.