Integrating Sherpa CRM with ActiveDEMAND

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Get your API Key (Administration->Account Settings): Give the ActiveDEMAND API key to Sherpa CRM Support, and ask for your Sherpa Company ID and your Sherpa API Key.

Once you have the Sherpa Company ID and your Sherpa API Key ...

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 'Sherpa CRM' from the list:

Enter the SherpaCRM Company ID and SherpaCRM API Key that you received from Sherpa support.

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 Sherpa CRM.

Step 2

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

You can map ActiveDEMAND fields to Sherpa 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 Sherpa CRM.  Everything requires a Prospect in Sherpa 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 Sherpa CRM -> ActiveDEMAND

After Sherpa 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 Sherpa 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 Sherpa CRM

One of the more powerful features of the ActiveDEMAND-Sherpa CRM integration is the ability to update contacts in ActiveDEMAND automatically. To automatically pull changes from Sherpa CRM to ActiveDEMAND, use the contact import connection to ensure the Sherpa 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.

Things To Know

One Sherpa Prospect with Two Contacts

If a Prospect exists in Sherpa CRM that has two associated contacts, ActiveDEMAND will create one contact and use the following pattern 

First Name: Contact 1 First Name & Contact 2 First Name

Last Name: Contact 1 Last Name

and they will have the same email address

The influencer has the same email address as a Prospect

If an influence exists that has the same email address as a Prospect, ActiveDEMAND will not import the influencer.

Event Data

Triggering automation based on significant events that are triggered from within Sherpa. You have the ability to post custom events to ActiveDEMAND.  

When the event post will show up in ActiveDEMAND as a CustomEvent history item. Thus you can create Campaign Triggers using the New Contact Activity trigger:

In the campaign starting step use

You may have to reach out to your Sherpa CRM rep to enable the event posting for your Sherpa account.

How to Set my ActiveDEMAND unsubscribes to Sherpa? 

To set a field from ActiveDEMAND to Sherpa, the 'Sherpa Set Field' action is the ideal one to use. 

Set the Properties with Name, Field IDs (in Sherpa) and Field Value

Events:

Sherpa CRM can be configured to post events to the ActiveDEMAND account. The event configuration can only be set up by the Sherpa support team. Thus a request must be sent from the Sherpa user to the Sherpa support team to enable the event types from this list (our recommendation is to enable all events).

Occupancy Events:

• Move In

• Trial Stay
• Move Out
• Unit Transfer

Sales Activity Events:

• Initial Tour

• Return Tour

• Initial Home Visit

• Return Home Visit

• Appointment

• Assessment

• Call In

• Call Out (No VM)