Features
Once the integration setup is complete, you can customise the features that are available to you on both the SuperReach platform and the Chrome Extension.
Sequence Settings Page
On the sequence setting page, you will see an option to tag prospects when they are enrolled into a sequence. You can choose any field available in SR to populate automatically. For example, when enrolling candidates into a New Salesforce Job sequence, you can automatically add the skill, Salesforce.
Chrome Extension
You can also take advantage of several integration features including:
Sync As Logic
When you manually sync a contact from SR to your CRM, you must choose the contact type you wish to ‘sync as’ - Candidate, Client Contact or Lead.
Depending on the contact type and your administrator's rules, you may be asked to add more data before you can sync the records to ensure your CRM best practice processes remain intact. These are mandatory fields. Please speak to your administrator if you have any questions about the Sync as rules.
Keeping SuperReach and your CRM in sync
After SR is connected to your CRM and you have connected a record, we keep those records in sync.
If you edit a contact record on SR, it will update your CRM immediately.
Activity and system notes from SuperReach will be sent to your CRM immediately. Only mapped and active notes will be sent.
Editing a contact record on your CRM will update SR when you next load the profile.
Haven't set up your HubSpot integrations yet? See our article on how to get started here.
