Integrating your CRM with Mike

​

Tutorial Videos

​

Agent Settings

​

Mapping

​

Salesforce-specific Instructions (Optional)

​

How it Works

• Schedule calls
• Update your CRM after the call is completed

​

Agent Settings

• Navigating to the correct CRM provider tab
• Selecting the correct object/record type
• Toggling on schedule or push
  • Keep in mind, Mike can only push calls scheduled from your CRM to your CRM

​

Schedule

• Agent Identifier — This is a unique text string to identify each Mike agent. You set this yourself. This must match the appropriate record in your CRM for the call to get scheduled.
• Instant Scheduling — Toggle this off if you want to initiate calls outside of your agent’s scheduling window. This is useful if your CRM is directly connected to a form on your website and you want to instantly reach prospects the moment they express interest in your product or service
• Deduplicate — This prevents multiple calls to the same phone number
• Deduplication Time Buffer — This allows your Mike agent to reach out to prospects that have already been called if the request comes in after the specified time has elapsed

​

Push

• Activity Description Content — This will include these properties in the notes section of the created Call object

​

Connecting your CRM

1. Ensure that the CRM user account you will be connecting has permission to read and write from the objects representing your prospects.
   • Some users prefer to create a Mike user in their CRM. This allows all activity pushed to your CRM to correctly reflect that it was performed by Mike
2. Log in to your CRM and Mike on the same browser
3. Navigate to the integrations tab
   
4. Click Add on the CRM you want to connect
5. A modal will pop up prompting you to setup the connection
   • What about Salesforce?
     • The subdomain is the text before *.my.salesforce.com or *.lightning.salesforce.com
     • More information here
   • Salesforce
   • HubSpot
   • Zoho

   
6. Clicking Next will pop open a new browser window to initiate the connection. Follow the steps and it will return you to the Mike window once you’re done
   • HubSpot
   • Zoho

   
7. You’re done!
   • Salesforce
   • HubSpot
   • Zoho

   

​

Mapping Fields

1. Required Fields
   • Agent Identifier
     • This is how each Mike agent knows which contacts or lead objects to contact.
     • Field type: We recommend a freeform text field or dropdown/picklist.
   • Phone Number
     • Map the field containing the primary phone number for the prospect.
     • IMPORTANT: The phone number must be in E.164 format.
       • Mike agents can make calls to multiple countries and need to be able to route the calls correctly
2. Recommended fields There are two types of recommended fields:
   • Context Fields (Custom Input Variables) — used to pass context to the agent before the call starts. Examples are prospect name, email, business name, description, etc.
   • Update Fields (Extracted Variables) — used to write back on to the object representing the prospect (Contact, Lead, etc). This includes 11x Call Status as well as any other information you want to update on the object.
     • This will be suffixed with (*push)

​

Viewing Request History

​

Activating and Deactivating

​

Disconnecting your CRM

• Click the Uninstall button to disconnect
• Alternatively, disable the app from within your CRM

​

Toggle schedule and push

• schedule: prevents calls from being scheduled from your CRM
• push: prevents data from being written to your CRM