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Once you have your Username and Password ...

Step 1:

In ActiveDEMAND, go to the account settings (Administration->Account Settings) Scroll down to the 'Integrations Tab', click on the 'Add Application'

Scroll down find Third Party Apps, click the Add Application Button

Select 'Medtelligent Alis CRM' from the list:

Enter the Medtelligent Username and Password.

Click Save.

Now on every contact details page (in ActiveDEMAND), on the Activity Timeline,  and on the contact details section you will see a Post to CRM button.

Clicking the button will post the prospect to Medtelligent Alis CRM.

Step 2

Whenever a contact is pushed to Medtelligent Alis CRM from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in Medtelligent Alis CRM. You must set this mapping up for ActiveDEMAND to know which fields to update in Medtelligent Alis CRM. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab.

You can map ActiveDEMAND fields to Medtelligent Alis CRM Fields:

Step 3:

In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions. 

This action will give you the ability to post/update a Prospects in Medtelligent Alis CRM.  Everything requires a Prospect in Medtelligent Alis CRM, 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. 

Importing Contacts From Medtelligent Alis CRM -> ActiveDEMAND

After Medtelligent Alis CRM has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Medtelligent Alis CRM

You will be given full control over what to do if contacts exist, what fields map to what, etc.

Automatically update contacts in ActiveDEMAND from Medtelligent Alis CRM

One of the more powerful features of the ActiveDEMAND-Medtelligent Alis CRM integration is the ability to update contacts in ActiveDEMAND automatically. To automatically pull changes from Medtelligent Alis CRM to ActiveDEMAND, use the contact import connection to ensure the Medtelligent Alis Contact data is always in ActiveDEMAND. The import Connection (Contacts->CRM Contact Updates ) filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.

Note: as with any import, ActiveDEMAND 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.

Activity Posting Workflow

Often is the case that you want to add activity logs to a contact such that they show up within Medtelligent Alis . There is a utility workflow that will automatically appear in your account once you have set up the Medtelligent Alis integration. 

The workflow is configured to trigger when common contact activities are detected in ActiveDEMAND. These activities are sent to Medtelligent Alis using the "CRM Sales Activity" workflow action. You are able to post a wide variety of activities using this workflow action. It is recommended to choose a Sales Counselor to attribute these activities to as the default if no counselor is selected is to post it to who is logged into the CRM at that time.