How to integrate SAS with OnePageCRM
SAS offers a number of call center integrations that are designed to make your life easier. OnePageCRM is an online customer resource management system that helps you stay organized by managing contacts, tracking leads, delegating sales actions, and more. If your business uses this software, integrating your account with the OnePageCRM app in the portal will automatically push data from your calls into your CRM system. This eliminates the need for you to do double the work, converting messages into OnePageCRM entries.
Follow the step-by-step instructions below to connect OnePageCRM to your Specialty Answering Service account. In this tutorial, you'll learn how to:
- Connect Your CRM with the SAS OnePageCRM App
- Set Contact Data Parameters
- Create Your OnePageCRM Cases
- Configure Custom Mappings (Optional)
- Integrate OnePageCRM into Your Script
Connect OnePageCRM with Your SAS Account
1. In the SAS Desk portal, click Apps from the left side menu. From the Apps screen, click the Configure button under the OnePageCRM logo.
2. On the next screen, click Connect to my account.
3. In the pop-up, enter your OnePageCRM Username and Password, and then click Login.
Setting Contact Data Parameters
1. Now that your CRM is connected to the app, click Add configuration to begin the setup. The OnePageCRM Integration section will be displayed. This is where you'll set the parameters for how you'd like call data to be sent to OnePageCRM.
2. First, select the Script that you'll be connecting.
3. Then, you'll need to tell the system how to manage the caller's contact details. Choose what email address OnePageCRM will show in each task by selecting an option next to Send Data.
If Send call data on behalf of email provided by caller. is chosen, tasks will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from firstname.lastname@example.org by default.
If Send call data from email@example.com is chosen, tasks will be created under the email address firstname.lastname@example.org.
If Send data from email address is chosen, tasks will be created under the static email address you enter.
4. Then decide whether you'd like the system to Update and Overwrite existing contact data.
If Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your OnePageCRM installation. If there is no match, it will create a new task and a new contact. If there is an email match, it will just create a new task.
If Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your OnePageCRM installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update contacts by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your OnePageCRM installation. If there is a match, it won't overwrite data but will add any new details received.
Create Your OnePageCRM Cases
Once the configurations are set, you'll need to create the content of the entry we'll be creating in OnePageCRM.
1. Next to Case Body, you'll see a list of all of the custom step labels associated with the campaign you selected, in addition to default variables, such as [FirstName], [PhoneNumber], [Email], etc. If you have multiple paths in your script, they will each have a different set of variables. So, you'll need to access the call script builder to determine the step labels in the specific path you are mapping.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click and drag the variables from the left side to the box on the right.
2. After you add the variables that you'd like to appear in the task, be sure to format them by placing each element on a separate line. You can also add headings such as, "Phone Number: [PhoneNumber]."
OnePageCRM Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific OnePageCRM fields by adding Custom mappings.
1. To begin, click Add new option.
2. In the first drop down box, select either SAS or Text.
SAS will allow you to use specific SAS script variables to populate OnePageCRM's contact and deal 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 static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
3. After you've completed the second column, you will set the Object, Type and OnePageCRM Field.
The Object drop down gives you three options - Contact, Note and Deal.
The Type drop down gives you two options - Standard and Custom. Selecting Standard will bring up the default fields, and selecting Custom will bring up any custom OnePageCRM fields you created.
The last drop down will display the Standard or Custom fields within your OnePageCRM setup.
Integrate OnePageCRM into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
1. Click the Save configuration button in the lower right corner.
2. A pop-up will open containing the integration link. Right click to copy the link text, or highlight the link with your cursor and press CTRL+C. Then, click OK.
3. To complete the integration, follow the web pop instructions in this article. Keep in mind that you'll want to create the web pop step at the end of the script path and before the closing.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.