Applause has worked hard to provide the best integrations with some very exciting features that set Applause apart from the rest! One of the many features is the ability to Auto-Create users from your company CRM.
What is Auto-Creation of Users?
It is the ability to seamlessly and automatically grab the profile info for each user within your CRM and create a their account within Applause without you having to do anything!
What is needed to have auto-creation of users work automatically?
You need to be on one of the integrations that supports it.
In order for us to create a user within Applause via automation, we need to have three pieces of information within the CRM. If any of these 3 pieces of information are missing within the CRM, we will not be able to create the user.
First Name
Last Name
Unique Email
Timing of a new user being added
When Applause recognizes in your CRM that a newly added service worker has started completing services on their own, their Applause account will be set-up if the the 3 pieces of information above are in place.
What other information/data will auto-creation of users import from the CRM?
Integration ID (code or name that aligns an employee account to the completed jobs that come over through an Integration)
Headshot (Depending on Integration)
The Integration ID is key, which is why we recommend users are set-up through the Auto-Creation of users, this way you don't have to verify or make sure you're adding the correct Integration ID for an account when they are added manually.
If my Integration doesn't have auto-creation of users what do I need to do?
If your CRM doesn't support this feature, we still make it easy for you to make sure users are set-up. Please locate the article in the below yellow box or reach out via the Support tab within the Admin Portal if we can support with this.
This article can walk you through how to add an employee manually
How is my employee notified that they now have an Applause account?
After the employee has been added, either automatically or manually, they will automatically receive an email that invites them to access their Applause account. If you ever needed to resend that you can look at how to do that in this article.