In Enquire MAP

If an account is note set up yet and their is group consensus that this will benefit the team, please reach out to Enquire Support and/or dedicated Enquire Account Manager!

Step 1:

In MAP, navigate to Administration > Account Settings > Integrations tab > Click on Add Application > Scroll to Third Party Applications > Click the Add Application button 

1. Select Enquire from the drop-down list


2. Enter Enquire Portal ID
   


3. Enter Enquire API Key
   

Now on every contact details page in MAP, on the Activity Timeline,  and on the contact details section  will show a Post to CRM button. 

Clicking the button will post the prospect to Enquire. 

Step 2:

In MAP, Navigate to Automation > Lead Processing where the user can customize the lead distribution and lead management. If the user has access to the Sales Lead Notifications or Phone Call Sales Notification workflows, they now will see a new workflow item in the Workflow Actions.  

Please Note: If the Sales Lead Notifications workflow is read only, send an email to support@enquiresolutions.com, and Support will add the Enquire workflow element to the workflow. 

This action will provide 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 3:

Whenever a contact is pushed to Enquire MAP from Enquire CRM. The User must set this mapping up to know which fields to update in Enquire. Navigate to Administration > Account Settings > Integrations Tab.

Have the ability to map fields to Enquire Fields:

In Enquire CRM

1. Set up a custom fields in Enquire that allows the User to get to the contact in MAP. In the CRM form Editor, navigate to Admin > Form Builder, select General Information 
   


2. 
   Drag over a text field 
   


3. Call it MAP Link                                                                                      


4.  The MAP field will enable MAP to post a prospect url that will give the salesperson the ability to open the contact in MAP. 

In Enquire MAP

Importing Contacts From Enquire CRM > Enquire MAP

After Enquire has been linked to the company or agency account, importing contacts is easy. In Enquire MAP, browse to Contacts > Import Contacts. There is an option for pulling contacts from Enquire: 

The User will have full control over what to do if contacts exist, what fields map to what, etc.

Automatically update contacts in Enquire MAP from Enquire CRM

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

Please Note: as with any import, MAP 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  looking to have marketing email sends and marketing email opens in Enquire, use the Activity Scheduler workflow item.

In Enquire MAP

In the Enquire Email Activity Posting workflow (navigate to Automation > Lead Processing > Enquire Email Activity Posting, the User need to update each of the existing custom activity objects to map to the activities types in Enquire.