getting Started
Overview
The Pepper Cloud CRM source is used to synchronize CRM Lead, Contact, and Opportunities to TTO CDP. The mapping relationship is shown in the table below:
potential | Contact Person | Opportunity (Open) | A deal was reached | Lost opportunities | |
|---|---|---|---|---|---|
Pepper CRM | Lead | Contact | Opportunity (OPEN) | Opportunity (WON) | Opportunity (LOST) |
TTO CDP | Contact | QualifiedLead | RequestQuote | ConvertedLead | UnconvertedLead |
parameter
Parameter name | must | describe |
|---|---|---|
API Key | yes | Pepper's private application key is the API key. |
Admin ID | Yes (post-configuration) | Administrator ID; instructions for filling it in are provided below. |
Cdp ID Name | yes | The field name you created in Pepper CRM to set the CDP ID. |
Eno Code Name | yes | The field name you created in Pepper CRM to set the ENO code. |
Custom Field Maps | Yes (post-configuration) | Pepper allows you to customize the encrypted field key mapping string; the filling method is given below. |
CRM Configuration
CRM Custom Fields
Enter the Customization section and click Custom fields.
Create cdp_id and eno_id fields
Create fields in Lead.
The above is an example of cdp_id . The process is the same for eno_id , and it will look like this after creation:
In the Customization System fields, create a `Weber Form` option for the source.
Click "Create new", enter "Weber Form", and save.
Go to the Field mapping in Customization and set the field mapping.
Configure webhook workflow
Four types of workflows need to be created:
Reference URL: https://sg.fn.topkee.com/source-626680188572674936/automation?api_key=xxxxxxx Note the settings for the Method, Headers, and Body partitions.
cdp - lead created:
cdp - contact created:
cdp - opportunity created
cdp - opportunity updated
Note the HTTP request in the Integration category.
Configuration source
Enter Integration to obtain the API Key
Click Create new
Select all permissions for private applications
Done → Save. Click to enter the created private application.
Copy the API key and configure it in the source settings.
Fill in the previously set cdp_id and eno_id into the two required fields below.
Save the source configuration, then reopen the source configuration by clicking the source link above to open a new page.
The opened webpage contains two lines of data, separated by commas. One line contains the Custom Field Maps configuration, and the other line contains the Admin ID configuration. Copy and paste the data into the webpage, then save.
Once configured, the source can be tested.
