Opportunity Sync

Syncing Opportunity from a 3rd-party CRM to SharpSpring

When syncing opportunities from a 3rd-party CRM to SharpSpring, the following system fields are required:

• Opportunity name

• Amount

• Close date

• Status

• Primary contact person

• Owner

• Sales stage and pipeline (the stage and pipeline must be created in SharpSpring prior to the sync)

However, there are CRM systems that have different sales structures that cannot be easily converted into pipelines and stages or can result in too many stages and pipelines that need to be created. To remedy this, we recommend adding all opportunities from the CRM to a single pipeline and a default stage. Instead of creating corresponding pipelines and stages, those information will be mapped to a dropdown custom field instead.

The benefits of this setup:

• Marketing will still be able to create lead segments based on sales stage

• Marketing can still use this information as trigger and Filters for automations and dynamic lists

• Marketing will have more customizations available (i.e. we can filter with one stage across all pipelines, opposed to individually selecting each combination)

Limitations:

• Marketing will not see the Opportunity view (i.e. a list of all pipelines and stages inside SharpSping). However, this is rarely needed, if at all, since marketing does not work with updates to opportunities and just needs the information on which contacts are associated with the deals

• System sales reports lose granularity especially Pipeline Value Report and Conversion Analysis Report. However, these reports are available in the CRM.