Toggle on the numbers as required. 5. Save Configuration: Click "Save" to complete the integration setup. Step 5: Test the Integration Before going live, test the integration: 1. Philippines Phone Number List Make Test Calls: Use your tracking numbers to make test calls and verify data in your CRM. 2. Check Data Mapping: Ensure that all call data fields are correctly mapped and populated. 3. Verify Lead Creation: Confirm that new leads are created in the CRM for each incoming call. Step 6: Optimise and Monitor Regularly monitor the integration to ensure smooth operation: 1. Regular Audits: Periodically review the data for accuracy. 2. Adjust Field Mapping: Modify data field mapping as business needs evolve. 3. Leverage Insights: Use the integrated data to refine marketing and sales strategies.
Troubleshooting Common Issues Authentication Errors: Verify the login credentials and ensure they are correctly entered. Data Mapping Issues: Review and adjust the field mapping settings. Missing Data: Ensure tracking numbers and tracking code are properly set up. For detailed troubleshooting steps and additional support, refer to the WildJar Support Documentation or contact WildJar’s customer service. Conclusion Integrating WildJar with your CRM is a strategic move to enhance your marketing, sales, and customer service efforts. By following the steps outlined in this guide, you can seamlessly connect your call tracking data with your CRM, gaining valuable insights and driving better business outcomes. If you have any questions or need further assistance, refer to WildJar’s support documentation or reach out to their support team.