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CADdetails Analytics Integrations - Mulitple Client Request🟢

Feature RequestIntegrationsHigh PriorityCS Submission

Clients Requesting CRM / CADdetails Analytics Requests

  • ChamClad (HubSpot)

  • FoxBlocks (CRM: Zoho)

  • Rite Hite (CRM)

  • Nichiha (CRM: Salesforce)

  • PlayPower (automated lead sending)

See also the related Featurebase Post:

https://feedback.dash.tryprodify.com/p/rfq-integration-with-crm-salesforce-client-will-not-go-live

CRM Integration - Client Feature Request Summary:

https://caddetails.teamwork.com/spaces/client-success-team/page/71748-crm-integration-with-analytics

From Miranda re ChamClad

Hi Team,
While on a call with Jamie at ChamClad she let me know they’re using Hubspot, and Jamie asked if there was any way that the CADdetails analytics could work directly with hubspot.

She also said that Rita had mentioned “Nutshell”(they’re not using that one yet) too as a potential platform to use with our Analytics.

Just passing this on for future integrations.


Thanks

From client meeting Danika re FoxBlocks.

Bonner from FoxBlocks requested an integration with their CRM, Zoho. He also was asking if he could set it up himself through Zapier.

MOVED FROM CADDETAILS BOARD

Posted by El ·
Status: Idea6 comments

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Comments6

  • Rebecca Griesmayer

    Team•

    Apr 2

    Playpower additional client request in the past routed to Charley at the time:

    I scheduled reports for Monthly and shared your email with instructions with Mary.

    Speaking on behalf of Soft Play, to Andrea’s points today, your site is a lead gen opportunity for us and if we automate with sending people directly to our sales form, that is ideal.

    I cannot get into our working page – see screenshot – can I get access? My “metrics” login doesn’t work on our branded CAD site.

    So, two things I see from their perspective, and I will confirm with Andrea to ensure I am tracking correctly :

    Sales request – find way to provide direct link to website (adding a URL tag is ideal so we can track leads) User information IN metric dashboard – we will find a way to automate this so we can capture these folks. Confirming you said we are legally OK to use their information in CRM efforts? Want to ensure I know the guardrails here.

  • Rebecca Griesmayer

    Team•

    Apr 2

    CRM Integration - Client Feature Request Summary:

    https://caddetails.teamwork.com/spaces/client-success-team/page/71748-crm-integration-with-analytics

  • Rebecca Griesmayer

    Team•

    Apr 1


    RFQ integration with CRM (Salesforce) Client Will Not Go Live

    From Em via Nichiha

    From meeting transcript

    But usually, I mean anything that's like a program like this usually can. Can integrate with CRM and it feeds in, it sends out an email at the same time. Even our system can. Can get out an email, but let's say sends an email at the same time. At the same time it should be integrated with any CRM system and data dumps real time. So that way because our people are judged, Mark's a bit different. So we will have to. Or just the team in general. But every Every opportunity is in Salesforce. We track everything and we have to continue to track everything. So putting data dump and everything 30 days behind it is not a good idea. And we don't have the bandwidth to have one person go
    in and data dump every time.
    Maria - 19:34
    And honestly we're creating unnecessary work for Mark to be getting an email and having to go to Salesforce and have to type all everything in. It must better for him to get alert. Let me go into Salesforce, find that opportunity, log it as I called it. It was no good, blah, blah. So I mean we really do need to find an integration for Salesforce

    Okay, so we really. I would tell you it's ready to launch and I'm sure Mark is dying to get this launched, but if we don't have the data flow, we're just going to mess ourselves up. We really need to figure out the data. There's so many things out there like SAP year, just different integrations. If you guys don't have a native integration. But we need to figure this out. It needs to go from the leads from your database into our system real time.

  • Danika

    •

    Apr 1

    Hello,

    I received another request, this time from our clients at Rite Hite, about whether we will have a CRM integration tool soon. They did not mention which CRM they use, but they did ask for an integration to send data rather than the scheduled export feature.

    Thank you!

  • Rebecca Griesmayer

    Team•

    Apr 1

    Email from Foxbocks:

    Re: CRM Integration

    we’d like to integrate analytics and lead activity from CADDetails for Fox Blocks / TRUEGRID directly into our Zoho CRM. Our goal is to centralize reporting in one place, more accurately attribute leads coming from these platforms, and improve our ability to follow up quickly and consistently.

    Are you open to a quick call in the near future to discuss what data is available and the best way to connect it to Zoho (API, webhooks, scheduled exports, or another method)?

  • El

    Team•

    Mar 19

    •

    Merged request

    •

    2 votes

    Analytics Integrations

    From Miranda: Hi Team,
    While on a call with Jamie at ChamClad she let me know they’re using Hubspot, and Jamie asked if there was any way that the CADdetails analytics could work directly with hubspot.

    She also said that Rita had mentioned “Nutshell”(they’re not using that one yet) too as a potential platform to use with our Analytics.

    Just passing this on for future integrations.


    Thanks!