One of the most effective ways to improve your lead generation tool is by integrating it with a CRM program. This integration enables seamless data sharing between platforms, enhancing efficiency and reducing manual work.
How to Set Up CRM Integration
Access Integration Settings:
Navigate to the integration settings, which can be found in the settings menu on the left or through your avatar in the top-right corner.Enable CRM Integration:
Select the CRM program you wish to connect with. The lead generation tool will automatically create fields in the CRM corresponding to the default fields in the tool, such as employee count, rating, and AI summary.Introducing Custom Field Names:
A new feature allows you to rename fields created in your CRM by the lead generation tool. This is particularly useful when field names conflict with other systems you use.
NOTE: Renaming fields is only needed in the event of field conflict between systems.
Steps to Customize Field Names
Modify Field Names:
Go to the "Custom Field Names" section in the integration settings. For example, if the default field is “AI Summary,” you can rename it to “AI Research” to better fit your workflow.Save Changes:
Once renamed, save your changes. The updated field name will apply to new leads sent to the CRM, while existing records remain unaffected.Send Updated Leads:
After making changes, synchronize a lead with your CRM to see the updated field name reflected in the CRM record.
NOTE: Field name changes can take up to 5 minutes to work AFTER the first contact is sent with those changes.
So - rename the field
Send a SINGLE CONTACT to your CRM.
Wait 5 minutes
And then you will be able to send in Bulk or via autopilot.
Benefits of Custom Fields
Conflict Resolution: Avoid naming conflicts between systems by customizing field names.
Tailored Workflows: Adapt field names to suit your specific business needs and processes.
Seamless Integration: Ensure that all connected programs work harmoniously without disruptions.
Practical Example
Suppose you rename the “AI Summary” field to “AI Research.” After saving the changes, synchronize a new lead to your CRM. When you view the CRM record, you’ll find the field labeled “AI Research” with all relevant data included.
Key Takeaways
This customizable approach enhances compatibility between your lead generation tool and CRM, empowering you to create a more efficient and conflict-free workflow. To utilize this feature, simply visit the settings, modify the field names as needed, and synchronize your records.
By leveraging CRM integration with custom field names, you can streamline operations, reduce conflicts, and maximize the potential of your lead generation efforts.