TribeCRM
TribeCRM
12 articles
- How to Configure Your TribeCRM IntegrationComplete guide to configure your TribeCRM integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.
- How to Fix Field Mapping Warnings and Errors in TribeCRMWhen configuring Step 2: Field Mapping in your TribeCRM integration, each mapped TribeCRM field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…
- Permissions & Prerequisites for TribeCRMWhat you need on the TribeCRM side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.
- Campaign Mapping, conversations, Activities and Owners in TribeCRMEnginy can store Campaign and conversation data in TribeCRM. Conversations are logged as Activities, not as Notes.
- Configure and sync Tasks with TribeCRMEnginy can create, update and close Tasks in TribeCRM. The sync applies to Tasks that Enginy manages.
- Configure Field Mapping, overwrite and warnings in TribeCRMField Mapping tells Enginy which Enginy field corresponds to each TribeCRM field, and what happens when TribeCRM already holds a value.
- Configure matching, types and associations in TribeCRMBefore importing or exporting, Enginy needs to know which record types to use and how to recognise a Contact or Organization that already exists.
- Connect, reconnect, disconnect and revoke TribeCRMYou start the process in Enginy, authorise access in TribeCRM, and come back to Enginy to finish the setup.
- Export Contacts and Organizations to TribeCRMEnginy can create and update TribeCRM Contacts and Organizations. A new Contact needs an associated Organization.
- Import Contacts and Organizations from TribeCRMYou can bring in Contacts and Organizations through CRM Search. The integration does not let you pick a TribeCRM List as the source.
- Troubleshoot common TribeCRM integration issuesStart by reviewing the OAuth connection, the permissions of the user who authorised it, and the report from the last operation.
- Understand Persons, Organisations, Contact Persons, Relationships and ActivitiesTribeCRM keeps the core information about a person or organisation separate from the relationship that entity has with your business.