Avoid manual data entry and ensure your CRM records are up-to-date by connecting your Salesforce, Dynamics, or Hubspot CRM to SigParser.
SigParser’s powerful data mining and cleansing process can automatically update records in your CRM, create new ones, and identify missing contacts.
Our Support team is happy to help you connect and configure a CRM to your SigParser account. Reach out at support@sigparser.com to book an onboarding session.
Note: CRM connection and syncing is available at the Professional or Enterprise subscription levels.
Watch the following video for more information:
Connecting a CRM
Log into your SigParser account
Go to Connectors → +Add
Select your CRM connection (Salesforce, Microsoft Dynamics, or Hubspot currently supported)
You will be prompted to log into your CRM account.
Select Allow when prompted to allow access to SigParser. It will take about 5-10 minutes to ingest your CRM data to then populate in SigParser.
Once the connection is established, you will need to:
install the SigParser managed package (Salesforce only) and
Setting up a Test CRM Connection
If you are using a Test CRM to configure your SigParser connection and Contact syncing, you can send over a limited amount of Contact data. You can also limit the number of API Request calls that SigParser is able to make to your CRM.
Under Export Options > select Configure Auto Export > select Show Advanced Settings > then select an Export Limit from the drop-down menu.
The first CRM connected to SigParser is the Primary CRM by default. To switch from a Test CRM to a Production CRM, disable the test CRM and label the new CRM as “Primary.” Go to Connectors, select the CRM connection > select More Options.
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.