Integrations - Deft Sales

• Overview
• Requirements
• SmartOffice Setup
• User Setup
• Deft Sales Setup
• Using the Integration

Overview

This integration creates a contact record in SmartOffice for each lead processed through Dovetail Software's Deft Sales lead processing application. For more information about Deft Sales, visit the Deft Sales website.

Requirements

• Deft Sales account: The integration works with Basic and Premium accounts.

SmartOffice Setup

User Setup

A SmartOffice administrator with the ability to assign licenses must enable the appropriate license for each SmartOffice user who will use the integration.

1. Sign in to SmartOffice Pro.
2. Do one of the following:

• If you are setting up the integration for the user account your are currently signed in to, click the profile menu in the upper-right corner, and then select Profile \& Settings .

• If you are setting up the integration for another user account, select Setup \> User Accounts on the SmartOffice side menu, and then search for the user account.

1. With the user account record open, click the User Rights content link.
2. In the Licenses column, select DoveTailSoftware in the Integration section.
3. Select Menu \> Save.
4. Select the User Preferences content link.
5. Note the value in the Corporate Key field. You will need this value later.
6. Repeat these steps for each additional user.

Deft Sales Setup

1. Sign in to Deft Sales.
2. In the left navigation menu, select Settings \> CRM.
3. Select the Connect to CRM button to open the CRM Configuration dialog box.
4. Select the SmartOffice tab.
5. Fill in the fields as follows:

• Office Name: Enter the office name you normally use to sign in to SmartOffice.
• Site Name: Enter the value from the Corporate Key field that you noted during SmartOffice setup.
• User Name: Enter the user name you normally use to sign in to SmartOffice.

1. Select the Connect to SmartOffice button. The page displays your SmartOffice connection details.
2. Make sure the Leads will be automatically imported to your CRM switch is set to On.

Using the Integration

Deft Sales creates contact records in SmartOffice automatically. The following data from the Deft Sales lead is transferred to SmartOffice:

• First Name
• Last Name
• E-mail address
• Phone number