CRM Integrations

Owned by Thomas Sherman (Deactivated)
Jun 08, 2023
1 min read

Projector provides pre-built integrations with the following CRM platforms:

  • Salesforce

  • HubSpot

  • Microsoft-CRM

We also support other CRM platforms using either a generic connector or our API.

This page provides information about how our pre-built CRM integrations work.

Permissions and Settings

To turn on a CRM integration requires the assistance of Projector Support. Please contact them for assistance.

Enable or disable CRM connections requires the global permission System Settings set to Update.

CRM imports are one-way.

CRM imports auto-run once per hour.

Optionally notify people when a CRM integration fails through the system notification CRM Automation integration disabled due to a failure and when entities fail migration

Engagements are only updated if the engagement stage permission Allow Updates from CRM Automation is enabled.

Projects are only updated if the project stage permission Allow Updates from CRM Automation is enabled.

 

What is Synced?

The integration can perform the following actions:

  • Create a client and fill out all client level fields

    • Can hook to an existing client level only

    • Cannot create invoice recipients list

  • Create a single ECLIP structure (Engagement + 1 Contract Line Item + 1 Project)

    • Populate all engagement level fields

      • Cannot create invoice recipients list

    • Populate all top-level contract line item fields.

      • Cannot populate revenue schedules

      • Cannot populate managed service periods

      • Cannot milestones

    • Populate all top-level project fields

      • Cannot populate additional project managers

      • Cannot populate SmartSheet object

      • Cannot populate time / cost baselines

      • Cannot copy notes

      • Cannot copy Documents

      • Cannot copy Issues

      • A single rate card can come from Cost Center, Client, or CRM transform

      • With Template Project can also copy:

        • Only occurs on initial project creation

        • Rate Type

        • Task Types

        • Roles

          • Hours

          • Named / Unnamed

          • Make Request / Booked