How to integrate SAS with BaseCRM
SAS offers a number of app integrations that are designed to make your life easier. Base CRM is an all-in-one online sales platform that provides lead tracking, customer management, sales forecasting, and more. If your business uses this software, integrating your account with the Base CRM app in the portal will automatically push data from your calls into your CRM. This eliminates the need for you to do double the work, converting messages into CRM entries.
In this article we'll discuss:
Connect Base CRM with your SAS Account
Setting Contact Data Parameters
Support > create and manage Contacts & Deals
Selecting this option will update existing CRM contacts, create new contacts, and create new deals based on the information that the caller provides.
Sales > create and manage Leads
Selecting this option will update existing leads in your CRM or create new leads based on the information that the caller provides.
Additional Settings (Optional)
If the Sales workflow option is selected, you can configure the app to search for a contact if no lead is found.
- Select Populate Base CRM with email provided by the caller. to populate new entries with the email address our operators collect. If the caller does not provide an email address, no email will be logged in Base CRM.
- Use the Populate static email address. option to enter an address that will be displayed in all entries from SAS.
If Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your Base CRM installation. If there is no match, it will create a new case and a new contact. If there is an email match, it will just create a new case.
If Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Base CRM installation. If there is a match, it will overwrite any existing customer data with data we've received from the caller.
If Update contacts by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Base CRM installation. If there is a match, it won't overwrite data but will add any new details received.
Create Your Support Ticket or Lead
Once the contact data parameters are set, you'll need to create the content of the new entry we'll be pushing to Base CRM.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click the variables from the left side, and they will populate in the box on the right.
Base CRM Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific Base CRM fields by adding Custom mappings.
SAS will allow you to use specific SAS script variables to populate existing Base CRM fields. If you select SAS, the second column will allow you to select a script variable.
Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
If you've selected the Support - Contacts & Deals workflow, the Object dropdown will give you options for Deal or Contact. For Sales, the Object is Lead. In Base CRM, Contact and Lead have their own default fields. The Object determines which default fields will be available.
The Type dropdown gives you only one option: Standard. Selecting Standard will bring up the default fields for the Object you selected.
The last dropdown will display the Standard fields within your Base CRM setup.
Integrate Base CRM into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.