This article has been updated to reflect changes in the February 2022 Platform Update.
ScopeStack supports syncing opportunities from common CRM tools to provide an easy way to get high-level customer information into the platform.
Once you have enabled CRM Opportunity Syncing on your account you can find your opportunities under the drop down menu on either a new project or the Project Overview page of an existing project.
Supported CRMs
We support syncing opportunities form the following CRMs
Connectwise Manage
Salesforce
Hubspot
Microsoft Dynamics 365
Autotask by Datto
We offer a couple of additional enhancements for Connectwise Manage. You can learn about those here.
You can find individual articles about setting up each connection elsewhere in the Help Center.
Updated Fields
When you select an opportunity from your CRM in ScopeStack, the following fields are updated:
Connectwise Manage
Opportunity Summary -> Project Name
Company -> Client Name
Company Site on the Opportunity -> Service Location
Sales Rep -> Sales Executive
Dynamics 365 Opportunities
Topic -> Project Name
Account -> Client Name
Account's Address -> Service Location
Opportunity Owner -> Sales Executive
Salesforce Opportunities
Opportunity -> Project Name
Account Name -> Client Name
Account's Address -> Service Location
Opportunity Owner -> Sales Executive
Additional fields can be pulled in as a custom enhancement. Contact us for more information.
Syncing Frequency
Due to API rate limits on most common CRMs, we sync opportunities every hour at half past the hour:
At the half-hour (10:30 am, 11:30 am, etc.), we sync open/closed opportunities.
Opportunity State
Open Opportunities: Each platform has a different way to indicate that an opportunity is “open.” This could be a boolean flag (true/false) or a status. We query the CRM for opportunities that match the criteria and then iterate over the results. If we have not previously seen an opportunity returned from the CRM, we create a local record for it. If we have previously seen it, then we update any details that changed.
Closed Opportunities (literally, "Not Open" Opportunities): We query the CRM and ask for “opportunities that are not in the open state.” Any opportunity that is returned from the CRM has a “closed” flag set in ScopeStack. When that’s set, it will no longer appear in the “CRM Opportunity” drop-down.
We also support the customer specifying statuses of their choice that indicate “open.” Based on how an account defines “open," this can change the closed status definition. For example, it may mean “the closed flag is set” or “opportunity status is not one of the open statuses.”
Update CRM
With Salesforce and Hubspot, we support syncing back the project revenue to the opportunity in your CRM. To complete this update, press the Update CRM button next to the project name on an approved project.
We can also customize this function to work with Connectwise Manage CRM Opportunities. Contact us today for help with this update.