Mapping your incoming contacts to your CRM ensures that every lead flows smoothly into your CRM with the right status, tags, and contact type. Whether you're working with leads from SmartAsset, Smartvestor, or another source, setting up CRM mappings allows you to control exactly how those contacts appear in your system. You can assign advisors, designate lead sources, and even trigger workflows—saving time and keeping everything organized.
Opening CRM Integration Settings
To set up your mappings, start by going to your Pageport settings and selecting the Integrations tab. Find your CRM integration, then click on the small settings icon in the bottom right corner of that integration.
Creating a Mapping for Lead Sources
On the right side, you’ll see options to create a mapping. Give it a name, like "SmartAsset," and choose how those leads should appear in your CRM. You can assign them to a specific advisor, set email, phone, and address types, choose a contact source and type, apply tags, and link workflows. Click save when you’re done.
Note: If you have multiple lead sources, use the “Add New Mapping” button to create additional mappings. Each one can be set up differently based on the lead source. Save your changes when finished.
Managing CRM Default Settings
On the left side, under Default Settings, you can control what Pageport logs into your CRM. This includes emails, texts, call activity, and the client’s video page link. If enabled, Pageport can also auto-import contacts and update their type or status in your CRM.
To learn more about importing contacts from your CRM to Pageport, click here. And for more information on client contact statuses, click here.