1.91.00 (11.02.2025)
A deployment of a new version of SodaStream and Client Portal inside the regular release window.
CRM multichannel triggers
Why integrate?
Integrating your CRM with Sopro enables real-time synchronization of prospects from your campaigns, ensuring that all interactions are automatically reflected in your CRM. This seamless integration provides accurate, up-to-date visibility, streamlining tracking and enabling comprehensive analysis.
With enhanced insights, you can effectively evaluate campaign performance, make informed, data-driven decisions, and prioritize high-value prospects, ultimately driving more targeted and efficient business outcomes.
Key pre-integration considerations
1.Import of prospects
Prospects can be imported as follows:
All engaged prospects
Only prospects who have shown intent (Sopro recommendation)
Importing only prospects who have responded to the message ensures more efficient lead management within your CRM system, enabling a more focused and streamlined approach, increasing the likelihood of successful conversions.
2. Create Source Field
Creating a Source Field will allow prospects that came from the campaign to be tagged accordingly that will help with segmentation of Sorpo leads within the CRM system. A Sopro Source FIeld / Value should be created in CRM.
3. Access Requirements
Person on whose behalf the activity will run has to have editable access to the CRM account. (they might already have this) This will allow the integration to sync all the relevant information on this person’s behalf.
4. Understand the Sopro Imported Intent event categories
Learn about the different Sopro Intent Event Categories and how they help identify and track prospects' engagement and interest in your service/product. During the integration, you will need to select which categories to import into your CRM. Below you can find the full list with detailed explanations.
5. Review compatibility with Sopro Fields
Compatibility is crucial for successful sync of information between Sopro and your CRM.
You can find below a list of how Sopro transfers Company/Account and Contact/Lead properties on your CRM.
Imported Intent Event Categories:
The integration allows you to import one of the following Intent Event Categories:
Positive Response
All prospects that have expressed interest in discussing the service/product offered.
Referral
All prospects that referred someone else within their organization who might be interested in the service/product offered.
Deferred Interest
All prospects that showed interest in discussing the product/service offered at a future time.
Inbound Webchat
All prospects who have engaged with and shown intent by using your online webchat.
Inbound Web Form
All prospects who have engaged with your product/service by completing your online web form, showing intent by seeking further information.
Called - Pitch/Follow Up Booked
All prospects who have agreed on a meeting and have been marked in the Sopro Portal as “Called - Pitch/follow up booked.”
Inbound Call - Positive
All prospects who have expressed interest via phone call and have been marked in the Sopro Portal as “Inbound call - Positive.”
Polite Decline
All prospects that did not show interest in the product/service offered.
Goal Multiple Visits
All prospects who have visited your website multiple times and have fulfilled your intent goal.
Goal Returning Interest
All prospects who have returned to your website within your set timeframe and have fulfilled your intent goal.
Goal URL
All prospects who clicked on a URL within your Intent Tracker settings and fulfilled your intent goal.
Gift Redeemed
All prospects who have been sent a gift via your outreach strategy and have shown intent by redeeming the gift.
Website Visit
All prospects who have visited your website.
Webchat Session
All prospects who have engaged with your product/service by using your online webchat.
Company/Account properties transfer:
Sopro will transfer the following Company/Account properties:
Name
The name of the prospected company i.e. Sopro
Industry
The industry of the company. Sopro recognizes 150 different industries that need to be matched with your CRM industries. You can find the list of the industries here
Website
The website from the prospected company
Location
The location of the company. Sopro recognises 216 different locations that need to be matched with your CRM industries. You can find the list of the locations here
Company Size
The size of the prospected company. Sopro has 8 company sizes in its nomenclature that need to be matched to your CRM company sizes. You can find the list of the company sizes here
Source
The source from where the company was delivered in your CRM, in this case - Sopro
***Highlighted fields should be reviewed and considered prior the integration with Sorpo, to ensure compatibility and success.
Contact/Lead properties transfer:
Sopro will transfer the following Contact/Lead properties:
First Name
First Name of the prospect
Last Name
Last Name of the prospect
Prospect’s email
Job Title
Prospect’s Job Title
Industry
The industry of the prospect. Sopro recognizes 150 different industries that need to be matched with your CRM industries. You can find the list of the industries here
Prospect’s LinkedIn profile URL
Lifecycle Stage
In which lifecycle stage is the prospect going to be put in
Lead Source
The source from where the prospect/lead was delivered in your CRM, in this case - Sopro
Location
The location of the prospect. Sopro recognizes 216 different locations that need to be matched with your CRM industries. You can find the list of the locations here
Lead Status
In which lifecycle stage should the prospect be classified
Company Size
The size of the company where the prospect works. Sopro has 8 company sizes in it’s nomenclature that need to be matched with your CRM company sizes. You can find the list of the company sizes here
Website
The website from the prospected company
Phone Number
Company’s phone number
Approach
From which approach in the Sopro campaign was the prospect engaged
***Highlighted fields should be reviewed and considered prior the integration with Sorpo, to ensure compatibility and success.
Our suggestion is to sync most of the properties in the lists above as it will increase the value of the integration.
Integration manuals
Based on your CRM additional specific properties might appear. You can find these in the respective CRM manuals in below.
Please choose which of the following CRMs you have:
Please have a look at the integration manuals and if there are fields that are note supported then please contact your Ops Manager.
Strategies for effective field syncing tips
1.Integrate Sopro values into Drop-Down CRM Fields
Unlock enhanced precision and consistency in your CRM by integrating Sopro values into your drop-down fields. For your convenience, we've provided the current values used for Industry, Company Size, and Location fields here.
2. Use simple workflows to connect Sopro values in your CRM
When a specific Sopro value is not available in your system, create a workflow to match it with an existing field value in your CRM.
3. Convert Fields to Open Text for Seamless Syncing
When the first two options fall short, an Open Text field as a connector would enable flawless information synchronization across your CRM.
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