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Christian Thor
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Sale Opportunity Forecasting

Sale Opportunity Forecast in Simply CRM Introduction The Sale Opportunity Forecast feature in Simply CRM is designed to help organizations manage and predict current and future sales opportunities. This tool provides insights into your company’s overall sales pipeline, allowing you to view opportunities by team, individual users, and specific stages. It also supports advanced configurations like financial year settings, targets, and opportunity type mappings for more accurate forecasting. Features of the Sale Opportunity Forecast Forecast Hierarchy Simply CRM's forecast allows you to configure teams and users hierarchically, making it easier to manage forecasting across different levels of the organization. The hierarchy visualization includes: - Administrator: Shown at the top with all users as subordinates. - Vertical Connection: Displays users at the same level. - Horizontal Connection: Indicates senior-subordinate relationships. - Authorization Levels: Darker blue boxes indicate higher authorization, while lighter blue boxes represent lower authorization. You can easily add subordinates by hovering over a user and clicking the "+" button, or remove users with the delete button. FY (Financial Year) Configuration The forecast includes customizable Financial Year (FY) Configuration options: - Period: Choose between monthly or quarterly periods. - Number of Periods: Set the number of periods in your financial year. - FY Start Date: Define the start date for the financial year to align forecasts with your fiscal periods. Sales Stage Mapping This feature allows you to map each sales stage to a broader category (e.g., Pipeline, Best Case, Committed, Closed). This helps ensure accurate reporting by categorizing opportunities consistently across your teams. Opportunity Type Mapping Similar to sales stage mapping, opportunity type mapping allows you to categorize opportunities (e.g., New Business, Resale). This categorization improves forecasting accuracy and reporting clarity. Targets You can assign targets for each financial year per sales representative or team. These targets can be based on opportunity type or other custom criteria. To adjust a target, simply click on the value, type in the new amount, and click anywhere on the screen to save. Understanding the Forecast Report The Forecast Report is where users and managers can view the forecast data in detail. Here’s how it works: - View Forecast: Clicking this button opens the forecast report. - User and Sales Team List: Located in the left sidebar, this displays a list of users and their teams. - Sort by User: Clicking on a user reveals a "speedometer" style graph and their progress. - Sort by Period: The period dropdown allows you to sort the report by the financial periods (e.g., months or quarters) configured during setup. Under the Best Case Chart, you'll find a list view of opportunities, which can be expanded to show details by sales stage or user. You can also sort the opportunities by periods, users, or teams to get a clear overview of the forecast. Conclusion The Sale Opportunity Forecast in Simply CRM provides an intuitive and powerful tool for managing and predicting sales performance. By configuring financial periods, sales stages, and opportunity types, you can generate accurate forecasts that help teams stay on track with their targets. For more information or assistance with setting up your forecast, please reach out to our support team.

Last updated on Sep 22, 2024

Introduction to Webhooks

An introduction to Simply CRM Webhooks Webhooks in Simply CRM let you send or receive information automatically when things happen—like a little messenger running between Simply CRM and your favorite apps. Whether it’s sending information out (outgoing) or receiving it (incoming), webhooks make your life easier by automating things you’d normally have to do manually. If you're already familiar with how webhooks work, feel free to jump straight to how to set up incoming webhooks or outgoing webhooks. Here’s what we’ll cover: - What webhooks are (in a way that makes sense). - Where to find webhook settings in Simply CRM. - How to test your webhooks without the frustration. - Security and authentication. - Understanding the data format (JSON). What Are Webhooks? Webhooks are like smart notifications that automatically send or receive information when something important happens. It’s like getting an automatic email whenever something changes—but instead of a person sending it, it’s Simply CRM telling another system, or receiving a message from another system. Examples: - Outgoing Webhook: When a deal in Simply CRM is updated, an outgoing webhook can instantly send that information to your accounting software. You don’t need to lift a finger. - Incoming Webhook: When someone signs up on your website, their information can be sent straight to Simply CRM, creating a new contact automatically. Where to Find Webhooks in Simply CRM You can set up webhooks in two places: 1. Incoming Webhooks: These receive data from external systems. Head over to Settings > Webhooks > Incoming to set them up. This is great when you want Simply CRM to take in new data from other services (like new signups from your website). 2. Outgoing Webhooks: These are part of workflows, so you can trigger them when something happens inside Simply CRM (like when a deal is updated). Go to Settings > Automation > Workflows and choose the action "Send Webhook." Testing Your Webhooks Testing is a smart move to make sure your webhooks are doing what they’re supposed to do. Here’s how you can test both incoming and outgoing webhooks without too much hassle: Using Postman Postman lets you simulate how your webhook will send or receive data. It’s great for testing outgoing webhooks from Simply CRM, but you can also use it to simulate incoming webhooks. 1. Download Postman (Yay! It's free!). 2. Create a new request in Postman. 3. Set the request method to POST. 4. For outgoing webhooks, enter the external service’s URL that will receive the data. - Add your test data (like a sample deal update or contact creation). - Click send and check the external service to see if it got the data. 5. For incoming webhooks, you’ll do the reverse—enter Simply CRM’s webhook URL in Postman. - Add some sample data (like a new signup), and check if it creates a new contact in Simply CRM. 6. You can learn more about using Postman here. Using webhook.site Webhook.site is another super handy tool that makes it easy to receive and inspect webhook data. This is especially helpful for testing outgoing webhooks to see exactly what Simply CRM is sending. 1. Go to webhook.site and grab your unique URL. 2. For outgoing webhooks, paste this URL into your Simply CRM webhook settings as the destination. - When the webhook triggers, you’ll see the data appear instantly on webhook.site’s dashboard. 3. For incoming webhooks, you can use webhook.site to simulate the service that sends data to Simply CRM. - Grab your incoming webhook URL from Simply CRM and trigger the event on webhook.site to see what your system receives. 4. You can explore more about webhook.site here. Security (Authentication) Let’s talk security—because you don’t want just anyone messing with your webhooks. Simply CRM offers a couple of simple ways to keep things secure: - Basic Auth: Think of it like logging into a website with a username and password. You’ll provide these, and Simply CRM will send them with the webhook to prove it’s coming from you. - API Tokens: This works like a secret password hidden in the URL. Add the token to your webhook URL, and it verifies that the request is legit. Understanding the Data Format (JSON) Webhooks in Simply CRM use JSON (JavaScript Object Notation) to send or receive information. Don’t worry—it’s not as scary as it sounds. JSON is just a way to organize the data so that it’s clear and readable by both systems. Here’s an example of the type of data Simply CRM might receive when someone signs up on your website: jsonKopier kode{ "event": "new.signup", "data": { "email": "newuser@example.com", "name": "New User", "signup_date": "2024-10-23" } } In this case, Simply CRM would receive details about a new signup: their email, name, and the date they signed up. Conclusion Webhooks are a simple yet powerful way to automate tasks and make your systems work together. Whether you’re sending or receiving data, webhooks make things easier by doing it automatically—so you don’t have to. Make sure to test them using tools like Postman or webhook.site, and set up proper security to keep things running smoothly. For more specific guides on setting up webhooks, check out these articles: - Incoming Webhooks - Outgoing Webhooks

Last updated on Oct 24, 2024

Incoming Webhooks

Simply CRM Incoming Webhooks Welcome to the guide for setting up Incoming Webhooks in Simply CRM. If you haven’t already checked out our introduction to webhooks or are curious about outgoing webhooks, feel free to give them a quick read first to get a fuller picture of how Simply CRM uses webhooks to send and receive data. We also have a slightly more elaborate guide on How to Create and Manage Incoming Webhooks if you need this. Incoming webhooks allow Simply CRM to receive data from external systems or applications, automatically creating or updating records without any manual input. How to Set Up Incoming Webhooks Here’s how you can set up incoming webhooks in Simply CRM: 1. Go to Settings: Navigate to Settings > Webhooks > Incoming to manage your incoming webhooks. 2. Create a New Webhook: Click on the button to create a new webhook. 3. Fill Out the Webhook Details: When setting up the webhook, you'll be prompted to complete the following fields: - Webhook Name: Choose a name to identify your webhook. - Module Name: Select the Simply CRM module where the incoming data will be recorded (e.g., Contacts, Deals). - Is Active: Choose whether the webhook should be active or paused. - Mandatory Fields: Specify which fields must be filled to create or update a record. Fields marked in red are required. 4. Configure the Data Fields: After selecting your module, define which fields the webhook will populate from the incoming data. For each field, you can choose: - VALUE: A fixed value to be used for this field. - FIELD: Pull the value directly from the incoming data (JSON). Testing Your Incoming Webhooks To make sure everything’s set up correctly, it's important to test your incoming webhooks. You can use tools like Postman or webhook.site to simulate and inspect the incoming data: - Postman: Create a POST request to simulate sending data to your webhook. Enter the Simply CRM webhook URL, add your test data in JSON format, and send the request. This helps you check whether your webhook is receiving and processing data as expected. - webhook.site: Use webhook.site to inspect the data your webhook receives. Simply trigger an event from your external system, and webhook.site will display the incoming data for you to verify. Both tools are easy to use, and we’ve mentioned them in our general webhooks guide, so feel free to check that out for more details. JSON Format for Incoming Webhooks The data sent to Simply CRM via incoming webhooks is structured in JSON format. This ensures that the information is well-organized and can be processed by Simply CRM. Here’s an example of a typical JSON payload: jsonKopier kode{ "event": "new.contact", "data": { "name": "John Doe", "email": "johndoe@example.com", "phone": "123456789" } } This example shows how a new contact’s information (name, email, phone) could be sent to Simply CRM, where the system would create a new record based on the incoming data. Conclusion Incoming webhooks are a powerful way to streamline data entry in Simply CRM. By automatically pulling in data from external systems, you can save time and reduce manual work. Whether you’re receiving new signups, updates from other platforms, or any other data, incoming webhooks keep your CRM up-to-date. Be sure to also check out our guides on outgoing webhooks and the general introduction to webhooks to explore more ways to automate and integrate Simply CRM into your workflows.

Last updated on Oct 23, 2024

Outgoing Webhooks

Simply CRM Outgoing Webhooks Outgoing webhooks in Simply CRM allow you to send information to external systems or applications automatically, whenever a specific event occurs inside your CRM. This is done as part of workflow actions, which means the webhook is triggered whenever the conditions you define in the workflow are met. If you’re new to webhooks or haven’t yet set up your workflow system, be sure to check out our general introduction to webhooks and guide to setting up workflows in Simply CRM. How to Set Up Outgoing Webhooks in Workflows Here’s how you can create an outgoing webhook within your workflow: 1. Go to Settings: Navigate to Settings > Automation > Workflows. 2. Create a Workflow: Set up your workflow just like you normally would. Define the conditions under which the workflow should trigger (for example, when a deal is updated or when a contact is created). You can learn more about setting up workflows in our workflows guide. 3. Add Webhook Action: In the Actions section of your workflow, choose "Add Webhook" as an action. The webhook settings page will look like the screenshot below, where you’ll need to configure the following: Configuring the Outgoing Webhook (Explained from the Screenshot) 1. URL to Notify: Enter the URL of the external service that should receive the data when the webhook is triggered. This is the endpoint to which Simply CRM will send the data. 2. Authorization Type: Choose the appropriate authentication method: - Basic Authentication: If the external service requires a username and password, fill in those details here. - No Authentication: Select this if the external service does not require any authentication. - Token: If the service requires an API token, you can choose this option and add the token in the required field. 3. Request Type: Define the type of request you want to send. In most cases, this will be POST, which sends data to the external service. You can also select query, which sends data as query parameters in the URL. 4. Key-Value Pairs: You can add custom parameters to send to the external service. This allows you to define specific fields from Simply CRM and map them to the data structure expected by the receiving system. - Key: This represents the name of the parameter. - Value: This is the value Simply CRM will send. You can either set a fixed value or pull dynamic data from your CRM (e.g., a deal name, contact email). Additional fields can be added by clicking the + Add button, and you can continue specifying more key-value pairs based on the data you need to send. 5. Handle Response: This section allows you to manage how Simply CRM handles the response from the external system. You can specify what to do with the response data, such as using it to update a specific field in Simply CRM (e.g., saving the response to a custom field). Testing Your Outgoing Webhooks Just like with incoming webhooks, you’ll want to test your outgoing webhooks to make sure everything is working properly. You can use tools like Postman to simulate receiving the webhook data, or webhook.site to inspect what data Simply CRM is sending to the external service. JSON Format for Outgoing Webhooks The data Simply CRM sends in an outgoing webhook is formatted in JSON. Use webhook.site if you need to see how the contents look. You can map fields from Simply CRM to match the structure expected by the external service using the key-value pairs in the webhook configuration. Handling arrays and sub values If the result you are expecting back is a JSON array, you can also handle this. Lets assume the below is the response from your webhook and you want to retrieve the number of opened records (426), then you would access this using dots "." between each value, as statistics.counts.opened in the Handle Response source field. { "statistics": { "counts": { "all": 7380, "closed": 6954, "opened": 426 } } } Conclusion Outgoing webhooks are a great way to automatically send important data from Simply CRM to external systems, like your accounting software or a third-party tool. By integrating webhooks into your workflows, you can automate these processes and ensure that your data is always up-to-date across platforms. Don’t forget to check out our guides on incoming webhooks and the introduction to webhooks to see how Simply CRM can automate your business workflows even further.

Last updated on Dec 09, 2024

Simply CRM Facebook Leads Integration Terms of Service

Welcome to the Simply CRM Facebook Leads Integration. These Terms of Service ("Terms") govern your use of the Simply CRM Facebook Leads Integration ("Integration"), a feature that enables users to automatically sync leads collected via Facebook Lead Ads to their Simply CRM account. By using the Integration, you agree to comply with and be bound by these Terms. If you do not agree to these Terms, you may not use the Integration. 1. Service Description The Simply CRM Facebook Leads Integration allows paying Simply CRM users to automatically synchronize leads generated from Facebook Lead Ads into their respective Simply CRM accounts. The Integration is offered as a feature of the Simply CRM platform and is available at no additional charge to our existing CRM customers. 2. Eligibility To use the Integration, you must: - Be a paying user of Simply CRM. - Have an active Simply CRM account. - Have an active Facebook account with access to Facebook Lead Ads. - Provide the necessary permissions for the integration to access and sync lead data from your Facebook Lead Ads. 3. Data Collection and Use By using the Integration, you authorize Simply CRM to collect lead data from your Facebook Lead Ads and automatically transfer it into your Simply CRM account. The data collected will include, but is not limited to: - Lead contact information (name, email, phone number, etc.). - Any other data collected via your Facebook Lead Ads. Simply CRM will store and process this data solely for the purpose of providing the integration service. We will not share or sell this data to third parties. Your use of the Integration is subject to our Privacy Policy. 4. User Responsibilities You are responsible for: - Ensuring that your Facebook account and Facebook Lead Ads comply with Facebook's policies and applicable laws. - Managing and securing access to your Simply CRM and Facebook accounts. - Providing accurate and complete information when setting up the Integration. Simply CRM is not responsible for any errors or issues caused by incorrect setup, user error, or non-compliance with Facebook's advertising guidelines. 5. No Additional Fees The Facebook Leads Integration is provided as a free feature to active Simply CRM customers. There are no additional fees for using the Integration. However, Simply CRM reserves the right to introduce new features or premium services in the future that may incur additional costs. 6. Limitations and Availability Simply CRM will make reasonable efforts to ensure the Integration is available and functioning. However, we do not guarantee: - Continuous, uninterrupted, or error-free operation of the Integration. - Compatibility with all Facebook features or future updates to Facebook’s platform. Simply CRM reserves the right to modify, suspend, or discontinue the Integration at any time without prior notice. 7. Termination Simply CRM may terminate or suspend your access to the Integration without notice if: - You violate these Terms. - You fail to comply with Facebook's terms or Simply CRM’s terms. - Your Simply CRM account is inactive or canceled. Upon termination, your ability to use the Integration will cease immediately. 8. Liability Simply CRM is not liable for: - Any indirect, incidental, special, or consequential damages that may result from the use of the Integration. - Any loss of data or leads due to errors, network issues, or third-party service disruptions (e.g., Facebook outages). You agree to use the Integration at your own risk and acknowledge that Simply CRM provides the service on an "as-is" basis without warranties of any kind. 9. Changes to Terms Simply CRM reserves the right to modify these Terms at any time. Changes will be posted on this page, and your continued use of the Integration after the effective date of the updated Terms constitutes acceptance of the modified Terms. 10. Contact Information If you have any questions about these Terms or the Simply CRM Facebook Leads Integration, please contact us at support@simply-crm.com By using the Simply CRM Facebook Leads Integration, you acknowledge that you have read, understood, and agreed to these Terms of Service.

Last updated on Nov 04, 2024

What Are Product Bundles in Simply CRM?

Product bundles in Simply CRM allow you to group multiple products or services together and sell them as a single package. This is especially useful when you regularly offer a set of products together—for example, a starter kit, service packages, or a hardware + support combo. Each bundle includes: - A parent product (the bundle itself) - One or more child products (the items included in the bundle) This feature helps streamline your sales process, simplify invoicing, and provide clear visibility into what’s included in each offer. Benefits of Using Product Bundles - Sell multiple items as a single unit - Save time on data entry - Apply discounts to the full package or individual items - Ensure consistent pricing and product combinations - Improve reporting on bundled offers How to Create a Product Bundle in Simply CRM Follow these steps to create a new product bundle: 1. Navigate to the Products module Go to Inventory > Products in the main menu. 2. Create or edit the parent product This will be the bundle that contains the grouped items. Click Add Product or open an existing one. 3. Scroll to the ‘Bundle Items’ section Find the section labeled Product Bundles or Sub Products (depending on your version). 4. Add child products Click Add Product Line and select the individual products you want to include. Specify quantity and price if needed. 5. Save the product Once your bundle is set up, click Save. You can now use this bundle in Quotes, Invoices, Sales Orders, and more. How to Use Product Bundles in Sales Documents When creating a new Quote, Invoice, or Sales Order: 1. Add the bundle product to the item list. 2. The child products will be automatically listed below. 3. You can adjust quantities or apply discounts as needed. 4. Save and send the document like usual. Tips and Best Practices - Use clear names for bundle products so your team and customers know what’s included. - If pricing needs to be adjusted frequently, consider setting bundle prices dynamically based on the child products. - Use descriptions in the bundle to explain what’s included in simple terms for the customer. If you have any questions about using product bundles in Simply CRM, don’t hesitate to contact our support team.

Last updated on Mar 28, 2025