1 – Se tup your SharpSpring integration
Use Sharpspring API Key and ID to connect both systems. (click here to follow the instructions)
Set up if you want DocSales to give automatically the WON when the sales document is signed. Define if DocSales must update the opportunity value with the amount when the document is signed.
2 - Import Additional Fields Created in SharpSpring
Click on MAP CUSTOM FIELDS
The list of all custom / additional fields created in SharpSpring will be listed. Field mapping is a FROM-TO configuration that you need to inform DocSales, that SharpSpring's X field is DocSales Y field, and then those 2 will be linked. When an opportunity is selected in that mapped field in DocSales, the system will import the custom field data into Sharpspring.
You will have 2 options:
a) If the field to be mapped is already created in DocSales, click on the MAP CUSTOM FIELDS button and select, from the list of additional fields (from DocSales), which field you want to map.
b) If the field to be mapped is not yet created in DocSales, click on the button CREATE AND ASSOCIATE IN DOCSALES. The system immediately creates the field and map it automatically.
3 – Link the Opportunity to the Sales Document
When you are creating a new sales document (proposal, contract, quotation) select the button search.
Filter the opportunity by STAGE and SALES REP. Select the opportunity you want to import into DocSales. Remember that within SharpSpring, you must associate the opportunity with a contact.
4 – Import Opportunity Data
Once the SharpSpring Opportunity is linked to the Sales Document, DocSales imports all the Opportunity data:
a) Customer registration data
b) Contact details (e-mail address).
c) Custom fields data.
For additional information from our support team, please click the Help button or email us ([email protected]).