We strongly recommend to turn on CRM integration. This will allow you to:

Get contextual data from your CRM in the deal page where Diffly will collect feedback
Launch automation based on your own CRM fields and be proactive to collect the feedback each time a deal matches criteria
Analyze data based on your own CRM fields through filtering

If there is no CRM integration, another option is CRM import with an excel/csv file, your program manager will tell you the steps to follow.

Keep in mind that only Admin roles can switch on the integration with your CRM.

Step 1: Connect Diffly to your CRM

1. Go to Settings

In Diffly, navigate to the Settings section by clicking on your profile picture on the navigation bar at the top.

2. Open the Integrations Page

In the Settings menu, go to Integrations.

3. Click on "Connect to your CRM"

On the Integrations page, click on Connect to (CRM name).

4. Authorize Diffly to Access your CRM

A new window will appear asking for permission to integrate Diffly with your CRM. Confirm the authorization.

And voilà 🪄 You are now connected to your CRM.

5. Exceptions for Odoo users

To configure Odoo, you need four pieces of information :

The URL of your instance or your server if you host it yourself.

The database name, theoretically the "company" in the URL above on odoo.com.

The username, theoretically the email of a user who will be used to access the data.

An API Key to create for this user.

If hosted by Odoo.com :

Access to data via the external API is only available on Custom Odoo pricing plans.
Access to the external API is not available on One App Free or Standard plans.

We run synchronization three times a day. Don't be surprised if you don't have your deals imported directly.

Step 2 (very important) : Synchronization configuration

When you activated the integration with your CRM, you will see below "Synchronization configuration" 3 new fields that you need to fill in to customize how your data will be imported and displayed in Diffly

See visual example

Field #1: Amount

This field gives Diffly the information about which deal amount we need to take into consideration. Leave this field empty to use the usual deal amount in your CRM. Otherwise, pick a custom field in the list (directly extracted from your CRM)

Field #2: Owner

This field gives Diffly the information about which deal owner we need to take into consideration.

This has a huge impact as internal survey will be sent to the deal owner

Leave this field empty if you want to request feedback from classic deal owner or pick a custom field to override the usual CRM deal owner (if its value is set on the deal).

Field #3 (mandatory): CRM Mapping field

Mandatory field to import your deals in "All Deals" page and get access to win & renew rate

As you know, at Diffly.co, we have 3 use cases:

New business (collect feedback when a new deal is won or lost)
Existing business - Satisfaction (collect feedback from existing customer to evaluate their satisfaction, what would make them churn or renew and identify "ambassadors" and "at risk customers")
Existing business - Churn & Renewal (collect feedback when a customer is renewed or churned and help you understand how to do better)

As a result, we need to know which deals belongs to these use cases. That is why you need to follow these 3 steps:

Fill in "CRM Mapping field": this is the field that Diffly will look at to import deals
If New business use case: Fill in, for the field that you have chosen in "CRM Mapping field", the deal property correlated to "New business" use case
If Existing business use case: Fill in, for the field that you have chosen in "CRM Mapping field", the deal property correlated to "Existing business" use case
You can choose to "include open deals" or not. This is deals that are still "open" and not yet "closed-won/lost". Useful for "satisfaction" use case.

Step 3 (very important) : CRM fields you want to use in Diffly’s global filters

Thanks to CRM integration, you will find here all the CRM fields that you can choose to activate or not. If you activate it:

You will be able to use these fields to filter it through Diffly's dashboards
You will be able to use these fields to set up your automatic campaign
You will be able to see these fields in the Deal Feedback page once you have collected a feedback