What does your integration with ImproveIt360 do?
Improveit360/One Click Contractor Integration
Information Pulled from I360:
- Users
- Jobs
- Appointments
- Sales Process Stages
Information Pushed to I360:
- Sales Process Stages
- Proposal & Agreement PDF
- Emailed PDF
- Signed PDF
- Quoted Amount
- Creates I360 Sale when a contract is signed, with the amount.
- Creates Marketing Opportunity when an Appointment has resulted in something other than sold.
Users: Pulls users from the CRM and maps those users to the current OCC Users automatically if the email matches, manually via an Admin UI
Jobs: Pulls jobs from the CRM. This can be mapped differently depending on the CRM. (Ex: Salesforce uses opportunities, Job Nimbus uses jobs/contacts, Improveit360 uses appointments, SalesRabbit uses leads.)
Appointments: Pulls appointments from the CRM. This can be mapped differently depending on the CRM.
Sales Process Stages: Pulls stages from the CRM to use them in the OCC UI to sync back to the CRM.
Sales Process Stage: Once a Sales rep in OCC sets the sales stage, that syncs back to the
CRM.
Estimate PDF: The Sales rep can trigger an Estimate PDF to be synced back to the
CRM. Where it goes depends on how the job was created from the CRM.
Emailed PDF: When the Sales rep emails a Contract or Estimate PDF, the OCC org admin has the option of syncing the PDF via an org preference.
Signed PDF: When the Sales rep and customer sign a contract, the PDF is synced back the
CRM. Where it goes depends on how the job was created from the CRM.
Quoted Amount: This is an additional piece of data that can be synced back when syncing back the Sales Process Stage.