Integrating lead scores with your CRM
After you create a lead scoring model, you must map the lead score to an appropriate CRM field. You must do this mapping for each external CRM call that should include a lead score. The most common external calls to update with lead scores include:
- Create Lead
- Update Lead
- Update Contact
Important: You must have administrative permissions to access the CRM integration area of Oracle Eloqua. See CRM integration: external calls for more information about managing external calls. See the CRM integration: lead scoring for more details about how to incorporate scoring models into your lead management update process.
To integrate lead scores with your CRM:
- Click Settings .
- Click Integration in the Platform Extensions area.
- Click the Outbound tab and then the External Calls tab.
- Navigate to the Send Data folder and locate the external call you want to update.
- Click the drop-down arrow next to the external call and select View Field Mappings.
- Drag the name of the lead scoring model from the Eloqua Fields list to the appropriate field in your CRM.
- Click Save.
Native CRM integration: Updating lead scores in your CRM