Salesforce

You can integrate Sprouts with Salesforce for enriching your prospect information and running campaigns effectively. Sprouts supports following use cases:

  • Accounts/Prospects created in your CRM - need to be enriched

  • Accounts/Prospects are imported in Sprouts - should sync to CRM.

Refer use cases for more details.

Salesforce is enabled on a request basis, please get in touch with your CS and we will enable it for you.

Prerequisites - Before Setting Up Integration

Integration is available on select Salesforce editions only.

  • A mandatory attribute - Domain should be created in CRM

  • Check if all Users are present in Sprouts (for mapping the lead/prospect owner)

  • Compare mandatory fields in both apps

  • Check for dropdown fields and values - compare with Sprouts

    • Map the dropdown values where necessary

  • Check for owner for attributes (for eg: Owner - should not be updated by Sprouts)

  • Check if Custom fields present in CRM/Sprouts need to be created

  1. In order to map dropdown fields between both apps, please share your request with the CS team and we will update the values in the backend. For instance, Seniority (C-Level, VP, Director etc..) or Industry (Food and beverage, B2B, Fintech etc).

  2. Custom fields created in CRM should text fields only. Dropdown values are not supported as part of the integration.

Steps to Configure

Step 1: Navigate to Integrations and select CRM

Step 2: Authenticate Sprouts

Step 3: Map Users between both systems

The users need to be mapped to ensure the Contacts and Accounts have the right owner in Sprouts and your CRM

Step 4: Map Attributes

Next, you can map the fields and make sure the information is imported into your CRM seamlessly.

Condition 1: Inbound (CRM -> Sprouts) You can select attributes which should flow from CRM. For instance, if the Stages or Prospect Owner is updated in CRM, you can make sure that it is synced from CRM and shall not flow back from Sprouts Condition 2: Outbound You can select whether the data should be

  • Updated into CRM always

  • Updated into CRM only if value is blank

  • Should not be updated (Don't Sync)

Note: If new attributes are added in CRM, during the set up process, you can use the Fetch Latest Fields option to sync new attributes list to Sprouts.

In order to map dropdown fields between both apps, please share your request with the CS team and we will update the values in the backend.

For instance, Seniority (C-Level, VP, Director etc..) or Industry (Food and beverage, B2B, Fintech etc).

Step 5: Test Run

Sprouts will perform a test run and let you know if the connection is fine.

As part of the test run, 3-5 recent records will be fetched and shown for your review. You can approve and complete the integration process or go back and change the mapping if any.

First Sync - Fetch historic data

Once the sync is set up, Contacts and Accounts from the past 24 hrs will be imported from CRM to Sprouts.

Manage Integration

View Sync Status/ Errors

Sprouts will show details about every sync attempt, whether the sync was successful or not and what errors are seen in case there are issues observed as part of the sync.

Edit Mapping

  • User Mapping: If additional SDR/BDRs are added to Sprouts/CRM, you can add/update the user mapping.

  • Field Mapping: You can also edit the attribute-mapping in case there are changes to be incorporated.

Disconnect Integration

If you want to unlink the connection between Sprouts and CRM, you can disconnect.

Once done, the auth credentials and mapping will be reset.

If you want to link again, you can connect to the same/different CRM account and proceed.

Last updated