🚀Aritic Sales CRM
GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Aritic Sales CRM is a full stack Sales CRM application for business use. This enables the sales team to handle all your customer communication much efficiently.
Below you'll find detailed information, specifically for Aritic Sales CRM integrations:
Supported Aritic Sales CRM Integrations
Authorizing Aritic Sales CRM
Prerequisites: Make sure you have the API and HTTP basic auth enabled.
To authorise, we need your Username, Password and Subomain.
If you already authorized Aritic Sales CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- Has Tag / Does not have Tag.
- Contact owner
- Is (not) in 'Do Not Contact' list
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app you sync with
[THEN] Supported Actions
- Add / remove Tag
- Add to / Remove from 'Do Not Contact' list
- Update Contact owner
- Update Points
- Update Stage
- Update field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Aritic Sales CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
You can custom map your Aritic Sales CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
In connections between Google Contacts and Aritic Sales CRM, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Aritic Sales CRM. You will be able to review this segment first before deleting or taking any other action in Aritic Sales CRM too.
In connections between Aritic Sales CRM and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Aritic Sales CRM. You will be able to review this segment first before taking any action in Aritic Sales CRM too.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org. Don't forget to r ead our blog for the latest in productivity, apps, and technology!