GuildQualityIntegration

improveit 360

GuildQuality allows for you to integrate your customer data from improveit 360 directly into our application. To set up your integration, follow the steps below;

-Log in to your GuildQuality account

-On the left hand, blue navigation bar, select CONTACTS

-In the white navigation bar next to CONTACTS, select IMPORT CONTACTS

-In the center of the IMPORT CONTACTS page, under “Manage integrations” click OPEN next to improveit 360

Select the integration that best meets your needs;

improveit 360: Appointment sync
Automatically sync appointments from improveit 360 into GuildQuality as they’re created.

improveit 360: Project sync
Automatically sync projects from improveit 360 into GuildQuality as they’re created.

improveit 360: Sale sync
Automatically sync sales from improveit 360 into GuildQuality as they’re created.

 

Once you select “add”, you will begin to walk through each step to set up the integration, as outlined in the app;

Connect to the correct improveit 360 account, click save & continue.
Configure improveit 360 – This will filter what data is sent to GuildQuality. Please note- data must match ALL filter criteria selected. Click save & continue.
Map data values available within GuildQuality to the data being provided by improveit 360, click save & continue.
Select the survey template(s) you wish to send to the customers that are imported. Click save & continue.
The final step is to save & activate the integration