How do we associate a Contact and Account/Company?
When you place a call, schedule a meeting, or send an email, Jiminny associates that activity with your CRM data, based on the email address or phone numbers of the participant. Here’s how it works:
Contact Match: Jiminny first searches for a CRM contact record with a matching email address/number associated with the activity (call, meetings or emails). If a contact match is found, Jiminny links the activity to that contact, if there are multiple, we use the first we find.
Domain Match : If no contact exists with the exact email match, Jiminny then searches by the email domain to identify a matching company or account in the CRM. Once an account is identified, Jiminny retrieves relevant opportunities under that account, as detailed below.
How do we associate a Deal/Opportunity?
Assigning an opportunity (or deal) to these activities is more nuanced and can be customised based on your sales process. You can adjust these settings by heading to Organization > Manage > Activity in Jiminny, where you'll find a dropdown menu with the following options:
Most recently created open
This option selects the most recently created open opportunity.Most recently updated open
This option selects the most recently updated open opportunity and is the default setting.Most recently updated
This option selects the most recently updated opportunity, regardless of whether it is open or closed.Oldest created open
This option selects the oldest open opportunity.
When you place a call, hold a meeting, or send/receive an email, the opportunity will be selected according to your chosen preference.
Deal Owner Prioritization (Coming soon)
Another key feature of Jiminny's opportunity matching process is the prioritisation of opportunities based on the activity host’s ownership. For example, if John has a call with Dunder Mifflin, and there are two Dunder Mifflin opportunities in Salesforce (one owned by John and another by Jessica), Jiminny will match the activity to John's opportunity as he is the host.
Contact Roles and Opportunity Association (Salesforce only)
If your organisation uses Salesforce's Contact Roles feature, Jiminny can leverage this to match activities (calls, meetings, and emails) to the correct opportunity, offering a more accurate alignment with Salesforce data. Here’s how it works:
Matching by Opportunity Contact Roles
Jiminny first looks for recent opportunity contact roles associated with the contact on the activity. If multiple roles are found, the following rules help determine the appropriate opportunity:Primary Contact Role: If there is a primary contact role, Jiminny prioritises it and assigns the related opportunity.
Fallback Logic
If no relevant contact roles are found, Jiminny will retrieve the account linked to the contact and select the first opportunity under that account that shares the same owner as the activity owner.
This workflow ensures that Jiminny can accurately associate calls, meetings, and emails with the correct opportunities by using Salesforce’s Contact Roles as a guide.