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All About Changing CRM in Cadence

All About Changing CRM in Cadence

Topics covered:

  • About
  • How to change the CRM
  • What happens when the CRM is changed
  • Changes that happen in workflows
  • Exceptions

About

Cadence offers the option to change the CRM To its super admin. Using this feature, a super admin has the ability to switch to the desired CRM at any time from the current CRM.

How to change the CRM

To change the CRM, you must take a few steps. The following are the steps:

Step 1: Go to the settings page, scroll down to the option Marketplace, and click on it.

Step 2: After you click on the Marketplace, all the available CRM will be visible on that particular page. By clicking the Switch CRM button located on the right side of each CRM option, you can choose the CRM you want to switch to. We have chosen Salesforce as an example.

Step 3: After you click on the button, there will be a pop-up giving three different alternatives regarding the choices that users will have while switching their CRM.

  • Start from scratch:

Any workflows, leads, settings, and cadence will be erased if this particular option is chosen, if they are available. Users of the Group will need to log in again and connect to their CRM.

  • Keep Cadences and Settings:

All of the leads and workflows will be erased if this option is chosen, but the cadences and settings will still be available.

  • Keep everything:

By selecting this option, Customers can keep all their Cadences, settings and workflows. But in the case of leads, there are a few cases:

  • When a CRM is changed, leads that were associated with it cannot be kept. They will be irreversibly erased and lost forever, with no chance of recovery.
  • The only leads that will be kept are those from CSV and Google Sheets.

Step 4: Click on the Confirm selection button after choosing the alternative.

Step 5: A pop-up related to the CRM switch will then appear on the screen. After reading each of the crucial points described below, click the Please proceed with switch button. Thus, the CRM will be changed.

What happens when the CRM is changed

Now let's see what changes may be made after the CRM is changed:

  1. The users must connect to their new CRM after logging in, all organization users will be logged out of their old CRM and then from the cadence tool automatically.
  2. Depending on the CRM the user chooses, certain functionalities, such as Advanced workflows, cadence-specific workflows, certain settings, etc., will be lost.
  3. The super admin will need to do the two steps that are required after a CRM change, which involve connecting to their CRM and setting up the field map. The super admin won't have access to his account to perform any other tasks until he completes this process.
  4. No user can log in until the super admin has finished this process. Any user attempting to log in before the super admin is done with it will get an error.

Changes that happen in workflows

Changing CRM can cause some changes in advanced and standard workflows.
Let's find out about the possible changes:

  1. All advanced workflows will be deleted
  2. Standard workflows that have certain triggers will also be eliminated.
    The triggers are:
    1. When owner changes in cadence
    2. When owner changes
    3. When integration status is updated for lead
    4. When integration status is updated for account
  3. Additionally, several standard workflows with particular actions will be eliminated.
    The actions are:
    1. Change owner
    2. Change integration status

Exceptions

  1. The procedure for switching the CRM from any CRM to Sheets is not supported. You may see the warning hovering on the "i" button, and the switch CRM button will be disabled if you attempt to switch the CRM to Sheets.

  1. When switching the CRM from Sheets to another CRM, you won't be able to use the feature of resyncing.
  2. If you select Dynamics as the new CRM to convert to, you won't be able to use the functionality of preserving leads from Google Sheets and CSV in the Keep Everything option.