The Customer Traits Sync pulls User & Account traits (learn all about them) from your CRM into UserVoice, allowing you to create advanced customer segments within UserVoice. This service is brought to you in partnership with Tray.io.
The sync is a managed service (we do the heavy lifting for you). If you would like to sign up to the service, follow the instructions on your Integrations settings page. Availability is subject to your plan type.
Compatible CRMs
- Salesforce
- HubSpot
- Pipedrive
- Dynamics (Cloud)
Before You Get Started
- We require credentials to be supplied that give us read-only API access to the Contact & Account object fields you would like included in the sync. HubSpot and Pipedrive require Admin credentials.
- You will be required to fill out a field mapping table, informing UserVoice which fields from your external system you would like mapped to ones that exist in your UserVoice instance. This will be provided upon requesting the sync service.
- The Contact and Account syncs are exclusive of one another. A lookup is not performed to determine which Contacts or Accounts to sync; however, you have the option to supply us with conditions to determine which Contact and Account traits to sync. The fields that the conditions require must be accessible through the Salesforce Contact and Account objects, individually.
- For Salesforce, the sync will be processed once a day by default (varying frequency is available by request). HubSpot and Pipedrive sync weekly (with lower frequencies available).
- The sync is in partnership with Tray.io, a cloud-based software integration platform for automators. See their security info here.
How to Get Started
Log into your UserVoice account, and go to Settings → Integrations → Salesforce Sync. You will see a list of the information we require and a link to contact our technical success team. If you do not see this option on your account, this service is not included in your current plan. If you’d like to upgrade, you can contact us.Data Analysis
Once you setup the sync to get your User and Account traits into UserVoice, you can use that data to do advanced analysis on ideas and features. You will be able to see top ideas for an account and ideas voted on by target customers.Resources to help you get started:
Q: Where can I see my data in the UI?
A: In the Users and Accounts table. Although you cannot see the raw data in the Voters grid, you are able to see an aggregated MRR field, and segment on any of the fields being synched.
Q: My in data UserVoice does not match up with my CRM data. Who do I contact?
A: Your Technical Success Engineer via direct email or notify the Team.
Q: I'm syncing data from another service. Will this override the data I already have?
A: No. Your new data will not override the data that you've already synced, unless the external IDs match (which should not be the case when connecting a new system).
Q: I don't want to sync all of my Contacts and Accounts. Can a subset of them be synced?
A: Yes. You can supply us with conditions to sync your Contact and Account data that limits the sync to a subset. This will be addressed in the kick-off call.
Q: Why don't I see the option for this integration on my account?
A: It may not be included on your current plan. If you're unsure, please reach out to your Account Manager.
- Segmentation
- Analysis Export
- Accounts Page and How to Use It
- Sync Data to a Data Warehouse using Stitch
Common Questions
A: In the Users and Accounts table. Although you cannot see the raw data in the Voters grid, you are able to see an aggregated MRR field, and segment on any of the fields being synched.
Q: My in data UserVoice does not match up with my CRM data. Who do I contact?
A: Your Technical Success Engineer via direct email or notify the Team.
Q: I'm syncing data from another service. Will this override the data I already have?
A: No. Your new data will not override the data that you've already synced, unless the external IDs match (which should not be the case when connecting a new system).
Q: I don't want to sync all of my Contacts and Accounts. Can a subset of them be synced?
A: Yes. You can supply us with conditions to sync your Contact and Account data that limits the sync to a subset. This will be addressed in the kick-off call.
Q: Why don't I see the option for this integration on my account?
A: It may not be included on your current plan. If you're unsure, please reach out to your Account Manager.