CRM sync, enrichment & export — found from sitemap — Snitcher

Cited by

Facts read from this source

• CRM integrations overview Report an error

  “Snitcher integrates with several popular CRM platforms, enabling you to sync valuable website activity data directly to your CRM for more effective sales and marketing workflows.”

• Sync scope Report an error

  “Sync behavioral data (e.g., sessions, pageviews) to existing CRM accounts that match organisations in Snitcher based on domain.”

• Field sync modes Report an error

  “Only on create On create and update”

• Fixed fields Report an error

  “Total Sessions Total Pageviews Total Time on Site First Visit Last Visit Snitcher Tags Snitcher Segment Names”

• Overwrite behavior Report an error

  “Unchecked (the default): Snitcher only fills the CRM field when it's empty. If the field already has a value, Snitcher leaves it as-is.”

• Overwrite direction Report an error

  “The setting only affects the Snitcher-to-CRM direction.”

• Account creation triggers Report an error

  “You manually click “Send to CRM” on an organisation. An automation is configured and the organisation is seen.”

• Account matching logic Report an error

  “We match company records by the domain names that are mapped on the integration page. This ensures no duplicate records are created.”

• Lead flow resolution order Report an error

  “If a matching Account already exists in the CRM, Snitcher links to that Account (an existing Account always takes priority). If no Account matches but a matching Lead already exists, Snitcher updates that Lead. If neither exists, Snitcher creates a new Lead, not an Account.”

• Lead mapping fields Report an error

  “The default Lead mapping covers company-level fields (Company/Name, Website, Description, Industry, address) and person-level fields (First Name, Last Name, Email, Phone, Title).”

• Lead flow toggle resync Report an error

  “Turning Lead Flow on or off triggers a full re-sync of your data to that CRM.”

• Lead flow off removal Report an error

  “Turning Lead Flow back off (to Standard) removes the Lead records Snitcher created.”

• Deal sync lead flow note Report an error

  “With Lead Flow (Salesforce, Zoho, Dynamics): deals are only pulled in once a company is linked to an Account. While a company is a Lead it has no associated deals to pull.”

• CRM data in filters Report an error

  “You can still use CRM-originated data in Snitcher filters.”

• Field sync objects Report an error

  “The name of the Snitcher segment this company is in Company”

• Add custom fields Report an error

  “This applies to every field you map from Snitcher to your CRM, including any extra fields you add with "Add another field."”

3 facts read from this page are not shown because they could not be confirmed on the page as captured.