Integrating Enquire CRM with ActiveDEMAND

Supercharge Enquire - Accelerate your Sales




ActiveDEMAND adds some killer features to Enquire:

Automating Lead Score progressions
Automatic Prospect/Contact creation
Contact insertions
Click to call
Activity scheduling
Scheduled contact sync
etc

Before getting started, consider reviewing this article on CRM Integration Strategies.

The Basics

ActiveDEMAND is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from ActiveDEMAND should go to Enquire ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Enquire and which are not. The base case: Data flowing to Enquire from ActiveDEMAND happens when a prospect does something that ActiveDEMAND is tracking. For example, a prospect fills out a form, this could create a new prospect in Enquire.


Note: The flow of data FROM ActiveDEMAND to Enquire is controlled in the Lead Processing workflows (Automation->Lead Processing).


If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Enquire is 'more accurate' than that in ActiveDEMAND. Thus when a contact updates in Enquire, we should tell ActiveDEMAND about the contact.


Note: Data flowing FROM Enquire to ActiveDEMAND is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).


The CRM Contact Update system sets up the connection between Enquire to ActiveDEMAND.

Setting Up Enquire and ActiveDEMAND Communication

In Enquire
You will need your portal ID and authorisation from Enquire to use their API. Reach out to Enquire support to find out your Enquire portal ID and to authorise your usage of the Enquire API with ActiveDEMAND. This will be required before moving forward with the integration with Enquire.

In ActiveDEMAND

Step 1:

In ActiveDEMAND, go to the account settings (Administration->Account Settings) Scroll down to the 'Integrations Tab', click on the 'Add Application'

Scroll down find Third Party Apps, click the Add Application Button




Select 'Enquire' from the list:



Now on every contact details page (in ActiveDEMAND), on the Activity Timeline, and on the contact details section you will see a Post to CRM button.

Clicking the button will post the prospect to Enquire.


Step 2:

In ActiveDEMAND, under Automation->Lead Processing you can customise your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions.


NOTE: If your Sales Lead Notifications workflow is read only, send an email to support@leadintuition.co.uk, they will add the Enquire workflow element to your workflow for you.




This action will give you the ability to post/update a Prospects in Enquire. Everything requires a Prospect in Enquire, thus this object creates/updates Prospects and can create associated contacts as well.




The two modes of this action are

Mode 1: Primary Contact is the Prospect




Mode 2: Related contact is the Prospect



In Mode 2, the contact that filled out the form is also created using the associated relationship in the configuration.


Step 4:

Whenever a contact is pushed to Enquire from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in Enquire. You must set this mapping up for ActiveDEMAND to know which fields to update in Enquire. In the Account Settings (Administration, Account Settings), scroll down to the Integrations Tab.



There should be a button called Enquire Field Mapping. Click this.




You can map ActiveDEMAND fields to Enquire Fields:




Optional (but highly recommended):

In Enquire
Set up a custom fields in Enquire that allows you to get to the contact in ActiveDEMAND.
In your form Editor (Admin->Form Builder), select the General Information




Drag over a text field




Call it ActiveDEMAND LInk




The ActiveDEMAND field will enable ActiveDEMAND to post a prospect url that will give the sales person the ability to open the contact in ActiveDEMAND.


In ActiveDEMAND
Map this to Contact Edit Link in ActiveDEMAND in the field mapping tool (Administration->Account Settings->Integrations-[Field Mapping]

In ActiveDEMAND

Importing Contacts From Enquire -> ActiveDEMAND

After Enquire has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Enquire:



You will be given full control over what to do if contacts exist, what fields map to what, etc.

Automatically update contacts in ActiveDEMAND from Enquire

One of the more powerful features of the ActiveDEMAND-Enquire integration is the ability to update contacts in ActiveDEMAND automatically. To automatically pull changes from Enquire to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates ). The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.


Note: as with any import, ActiveDEMAND will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.

Automatically Push Prospect Activities to Enquire

If you are looking to have marketing email sends and marketing email opens in Enquire, you will want to use the Activity Scheduler workflow item.

In ActiveDEMAND

In the Enquire Email Activity Posting workflow (Automation->Lead Processing->Enquire Email Activity Posting), you will need to update each of the existing custom activity objects to map to the activities types of your choice in Enquire.

Updated on: 11/10/2022