Summary

Connectors allows Prospect Insight to sync with third party applications such as a CRM system, paid search platforms, or email marketing solution. Data can be passed back and forth between the two applications allowing a user to manage many formerly disparate marketing channels from within Prospect Insight interface.

 Setting up the SugarCRM Connector

1. Click on the Administration in the left navigation and click Connectors in the resulting sub-navigation navigation.
2. Click on Create new connector to add a SugarCRM connector.
3. Select SugarCRM from the list of vendors.
4. Enter a name for the connector that will only be used internally (i.e. "SugarCRM Prospect Insight Connector")
5. Enter your SugarCRM username and password. Note that if your SugarCRM password changes, it must be changed here as well to maintain the connection.
6. Enter the SugarCRM post URL. The URL will typically look something like: http://site.com/sugarcrm/soap.php?wsdl
7. Click Create Connector to save the new connection.
8. Your SugarCRM connector will now appear in the table. Note that the status is marked as Not Verified. To ensure that you have properly set up the connector, click Verify Now. If Prospect Insight is able to successfully send and receive data to and from SugarCRM, the status will change to checkmark denoting a proper integration.

Setting Up Custom Fields in SugarCRM

Prospect Insight has several custom fields that can be synced as well. To sync them, create the following fields in SugarCRM. Nothing additional needs to be done in Prospect Insight:

Text Fields:

• pi_grade (the prospect's grade is based on how well they fit your ideal customer profile)
• pi_score (the prospect's score is based on implicit buying signals and activities on your site)
• pi_campaign (the first touchpoint with the prospect)

Link Fields:

• pi_url (a link to quickly access the prospect's profile in Prospect Insight)

Text Area Fields:

• pi_notes (any notes written by your users during lead assignment)

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