Align CRM Field Mapping

CRM sync pushes Align data and activity to CRM, and pulls CRM fields into Align so the two systems can act as sources of truth and reduce manual data entry. Align will continue to enhance the integration to help users focus more on content creation rather than manual data duplication across systems.

 

Admins can manage their organization’s Align and  CRM Sync via the Field Mapping Configuration tab in Align Settings.

Here, you can get quick visibility on field mapping, sync direction and status, and error messaging. Key fields that can be synced include Objectives, MAP Status, Buyer Organization Name, Deal State, and Close Date:

 

Objectives help act as an executive summary of a partnership, and are Align text fields that can be synced back to text fields on the opportunity in CRM. See the use cases for Objectives here.

MAP Status drives reporting and governance with the use of Mutual Action Plans (MAPs) — you can use this field to pull up a report on how many deals have a Mutual Action Plan created, how many do not, how many are late, etc. to drive rigor on the sales process of high-value deals. You can also use this field to create Clari Opportunity Grid reports, filter data in Clari Trend and Waterfall, and summarize data on high-value deals in Clari Dashboards. See MAP Status reporting use cases and how to configure MAP Status here.

 

How to Enable Align CRM Field Mapping and Push MAP Status

Note: If you haven't created a MAP Status Field, or you need help creating one, check out this guide.

Then, follow these steps: 

1. Open Align organization settings

2. Ensure that CRM Sync is active. If you want to Push MAP Status to CRM, then enable that feature here, too (it's just above the CRM Sync toggle). 



3. Access the field mapping tab and click + Add Mapping at the bottom left: 



4. Select Align field that you would like to map to a CRM opportunity field




5. Select the CRM field and click Publish Changes in the bottom left corner:  




6. That's it! Just refresh CRM Fields to load the new field mapping. 

Note: Default field mappings include: Buyer Organization Name, Deal State, and Action Close Date. If you are setting up MAP Status, map the MAP Status Align field to the custom MAP Status picklist field in your CRM. 

Note: The next time you update a mapped Align field, those changes will be pushed to your CRM. Any previously created workspaces with active Align fields will now update your CRM field. It is important to note that Align will only push updates to fields directly to your CRM; changes to fields in your CRM will not bidirectionally update those fields.