We will guide you through the steps to connecting your CRM to Billy Grace. Currently, we support the following CRMs:
Hubspot
Pipedrive
Contact our team if you have a different CRM. Continue reading for the step-by-step guide to connect Hubspot or Pipedrive.
There are a few benefits to having a CRM integration in Billy Grace:
You can optimize your marketing on deal values and not just CPA
You can optimize your marketing on deals that are closed and not just submissions
You will have new and returning customer metrics
These metrics are determined by whether a deal has an organisation_id that has seen a deal before or not
Setting up a CRM integration is quite technical, as probably you need to push new ID's to deals in your CRM and push this ID with an event to Billy Grace. Therefore, we advise to follow the below documentation together with a developer.
The next steps should be followed:
For every deal submission, you need to send us a custom event with a transaction_id. The only supported event name to use with a CRM integration currently is: form_send
For example:
Learn here how to configure events.
2. In your CRM you need to add a custom field (property in Hubspot) on Deal level.
This field should be called: “billy_grace_transaction_id”. This field needs to contain the same ID as the transaction_id that you send in the form_send event. (step 1).
Generally, you will need to have a developer set this up for you, as the ID needs to be added to your DataLayer and to the new deal in your CRM.
3. You need to connect your CRM account in Billy Grace. At the bottom of this article, the steps for the different types of CRMs we support are shown.
4. Congrats you’ve set up your CRM integration with Billy Grace! After the initial data has been processed (this will take at least one day) you should see two new custom events in Billy Grace:
crm_deal_received. This contains all deals, except the ones that have the status ‘lost’, 'deleted' or closed won.
crm_deal_closed. This contains all deals that have the status ‘won’.
5. Navigate to the CRM page under 'Settings' to select the deal received and deal closed statuses.
The events in reports will only show deals that match with the selected deal stages. It is possible to add multiple deal statuses into one event. If the deal status changes to a value that is not present in one of these fields, the deal will not be counted in the event.
For example:
Deal received contains the deal status = Intro Call / Demo
When the deal status changes to for example proposal sent it will not be counted as a crm_deal_received event. If you do want the deal to still be counted as a crm_deal_received event you should include the status:
Connect your Hubspot account within Billy Grace
Connect your Hubspot account within Billy Grace
Navigate to the page settings -> integrations -> click on the button "Authorize E-commerce or CRM platform
Click on CRM platform -> Hubspot -> you should see a similar pop-up
Follow the steps in the integration process and you should be finished! Let us know if you encounter any issues.
Connect your Pipedrive account within Billy Grace
Connect your Pipedrive account within Billy Grace
Navigate to the page settings → integrations → click on the button “Authorize E-Commerce or CRM Platform”
Click on CRM platform → Pipedrive → fill in your account name
Finish the authorization and you should be set!