In order to make a precise and coherent mapping, it is necessary to start by identifying what you want to map.
The enrichment of your CRM is one of your priorities to increase your customer knowledge. This is why mapping is essential to power your CRM.
Mapping is a process that allows you to enrich your CRM in an automated way.
Once the mapping parameters have been set up, the information collected by a survey is then integrated into your CRM.
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1- Upstream
To create a good mapping, first make sure that your campaign is properly configured.
In order to make a precise and coherent mapping, it is necessary to identify what you want to map.
In your survey, link the Attributes that interest you. They will be used to retrieve customer data and therefore to complete the contact form in your CRM.
Add Tags on the questions that interest you so that you can more easily identify them when creating the Mapping and retrieve the answers in one click.
Note: links to the configuration of your specific applications are available at the end of the article.
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2- Creating an authentication
In the Settings menu Integration Available Applications, choose the application you want by clicking on Integrate.
Then add the necessary information to authenticate yourself.
For our example with Hubspot the Name, API key and Hub ID are requested.
Note: The information required may vary depending on the type of application you select.
Then click on Save.
If the connection symbol does not appear in green but in red, it means that an error has been detected.
Click on Edit to apply your patches:
You can test the connection, then save the changes.
Once the correct parameters have been entered, the symbol will turn green:
Note: To create multiple authentications, we recommend that you check our dedicated article.
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3- Creating a mapping
Once you have created your authentication, you can now create your mapping.
Go to the Settings section, then click on Connected Applications.
This is where you will see a list of your already configured authentications.
Click on the desired application to create your mapping:
Then create your mapping
- Name it in a way that makes it easy to identify it
- In the Remote Entity, select the element you will feed into Hubspot. We have selected "User" to add content to the Subspot User field
- The Identification Field is the information that will allow Skeepers to link the data to the right place in Hubspot. We have chosen an email address that will allow us to link the Skeepers respondent to the right contact in Hubspot
- Select the authentication to use
Then select the Operation to be performed.
Three types of operation are possible:
- Creation: creates the data (if it does not exist).
- Update: updates an existing data (replaces the existing data with the new one).
- CreationorUpdate: creates the data if it does not exist or updates if it exists.
Finally, fill in the mapping fields.
- The Internal object corresponds to the information to be retrieved in Skeepers (here, an attribute called "comtag").
- The External field corresponds to what will be added/modified in your application
- The Transformation field only applies to very specific cases where the data will be modified to take a specific form (example: transform a telephone number starting with +336XXXXXXXXXXXX to 06XXXXXXXXXX).
Don't forget to save your mapping.
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4- Create a post-feedback action to feed your applicationIn your questionnaire, in the Actions tab, add a new action, then select Feed an application.
Then select your mapping.
Record your actions.
You are finished.
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5- Managing your mapping errors
Identify failed integration mappings for each feedback collected!
Save time and autonomy during your test phases!
For each mapping, the reporting system allows you to:
- Easily identify the cause of its dysfunction at each response collected
- Replay your mapping in 1 click after adjusting its configuration
- Be automatically alerted by email, in case of new malfunction, once your questionnaire is deployed in production
During the execution of your mapping, if errors are detected, you can consult them in two places in your Skeepers account:
On the details of the answers to your survey:
In your account, go to the "Error(s)" tab, on the page dedicated to configuring your mapping:
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For other connected applications
You have just learned how to create a mapping (with Zendesk as an example).
We present you the different specificities related to the applications available in Skeepers in the dedicated articles below:
- Salesforce: How to enrich my Salesforce CRM?
- Mailchimp: How to use Skeepers to feed MailChimp (CRM)?
- Zendesk: How to enrich tickets in Zendesk?
- Adobe Campaign: How to use Skeepers to feed Adobe Campaign CRM?
- Hubspot: How to use Skeepers to feed HubSpot?
- Microsoft Dynamics: How to enrich Microsoft Dynamics CRM?