{"id":8315,"date":"2024-11-18T14:20:21","date_gmt":"2024-11-18T14:20:21","guid":{"rendered":"https:\/\/help.fromdoppler.com\/es\/?p=8315"},"modified":"2025-08-01T14:00:03","modified_gmt":"2025-08-01T14:00:03","slug":"integrar-doppler-rsp-crm","status":"publish","type":"post","link":"https:\/\/help.fromdoppler.com\/en\/integrate-doppler-with-rsp-crm\/","title":{"rendered":"How to integrate Doppler with RSP CRM"},"content":{"rendered":"<p>Thanks to this fabulous integration, you can easily manage your CRM information from Doppler and send campaigns to the accounts and prospects you define. The first thing you should know about integrating Doppler with RSP CRM is that <strong>the integration is fully managed from your Doppler account.<\/strong><\/p>\n<p>1- Log in to your Doppler account and go to the <em>Dashboar<\/em><strong>d<\/strong>. In the Integrations and <em>Advanced Preference<\/em>s section, click the <em>RSP CRM<\/em> icon.<\/p>\n<p><b><img class=\"aligncenter wp-image-8312\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265-297x300.png\" alt=\"rsp crm en panel de control\" width=\"441\" height=\"446\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265-297x300.png 297w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265-768x777.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265.png 887w\" sizes=\"(max-width: 441px) 100vw, 441px\" \/><\/b><\/p>\n<p>2- Enter your CRM&#8217;s username, password, and token. Click &#8220;Connect,&#8221; and both platforms will be properly linked.<\/p>\n<p><img class=\"aligncenter wp-image-8311\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1266-300x135.png\" alt=\"conectar rscp crm con Doppler\" width=\"568\" height=\"256\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1266-300x135.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1266-768x346.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1266.png 919w\" sizes=\"(max-width: 568px) 100vw, 568px\" \/><\/p>\n<p>3- Sync the Accounts and Prospects you have in your CRM with the Doppler List of your choice. Simply scroll through the drop-down lists and link them as you prefer.<\/p>\n<p><img class=\"aligncenter wp-image-8310\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/rsp-crm-300x115.png\" alt=\"mapeo de entidades\" width=\"552\" height=\"212\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/rsp-crm-300x115.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/rsp-crm.png 602w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/p>\n<p>Find out how to create Lists in Doppler<a href=\"https:\/\/help.fromdoppler.com\/es\/como-importar-una-lista-de-contactos\/\"> in this article.<\/a><\/p>\n<p>4- Now you can map the information fields you have in your CRM&#8217;s Accounts and Prospects with Doppler&#8217;s Basic and Custom Fields.<\/p>\n<p><img class=\"aligncenter wp-image-8309\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/rsp-crm-2-300x187.png\" alt=\"integrar Doppler con RSP CRM mapeo de Campos\" width=\"517\" height=\"322\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/rsp-crm-2-300x187.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/rsp-crm-2.png 602w\" sizes=\"(max-width: 517px) 100vw, 517px\" \/><\/p>\n<p>You can link all fields or just the ones you want or need. The [[[Email]]] field in Doppler will be linked by default to the &#8220;Personal Email&#8221; field in the CRM. If this field doesn&#8217;t have any information, it will be linked to the &#8220;Business Email&#8221; field. Don&#8217;t forget to save the changes when you finish mapping fields.<\/p>\n<p>5- Everything is ready to send campaigns from Doppler to the accounts and prospects in your CRM! At the bottom of the screen, you&#8217;ll see a list of the campaigns you have pending sending in the CRM. Just click on the envelope icon to configure them, send them, and track their results, all from your Doppler account!<\/p>\n<p><img class=\"aligncenter wp-image-8314\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/image-64-300x260.png\" alt=\"Campa\u00f1as por enviar rsp crm\" width=\"600\" height=\"521\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/image-64-300x260.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/image-64-1024x889.png 1024w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/image-64-768x667.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/image-64-1536x1333.png 1536w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/image-64.png 1857w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>The metrics from your Campaigns sent with Doppler will also be synced to your CRM, and you can view them there.<\/p>\n<p><strong>IMPORTANT:<\/strong> Sending Campaigns requires that both the Accounts and Prospects in your CRM be synced with Doppler (step 4).<\/p>\n<p><a href=\"https:\/\/help.fromdoppler.com\/es\/como-crear-campanas-de-email-exitosas\/\">In this article<\/a>, you&#8217;ll find the types of Campaigns you can send with Doppler based on your goals. We encourage you to check it out!<\/p>\n<p><strong>Enjoy the integration! \ud83d\ude42<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p class=\"qtranxs-available-languages-message qtranxs-available-languages-message-en\">Sorry, this entry is only available in <a href=\"https:\/\/help.fromdoppler.com\/es\/wp-json\/wp\/v2\/posts\/8315\" class=\"qtranxs-available-language-link qtranxs-available-language-link-es\" title=\"Espa\u00f1ol\">European Spanish<\/a>.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[486],"tags":[773],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to integrate Doppler with RSP CRM - Doppler Help Center<\/title>\n<meta name=\"description\" content=\"Lo primero que debes saber acerca de c\u00f3mo integrar Doppler con RSP CRM es que la integraci\u00f3n se realiza 100% desde tu cuenta de Doppler.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to integrate Doppler with RSP CRM - Doppler Help Center\" \/>\n<meta property=\"og:description\" content=\"Lo primero que debes saber acerca de c\u00f3mo integrar Doppler con RSP CRM es que la integraci\u00f3n se realiza 100% desde tu cuenta de Doppler.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.fromdoppler.com\/en\/integrate-doppler-with-rsp-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Doppler Help Center\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-18T14:20:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-01T14:00:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265-297x300.png\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Diego Noya\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/help.fromdoppler.com\/es\/#website\",\"url\":\"https:\/\/help.fromdoppler.com\/es\/\",\"name\":\"Doppler Help Center\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/help.fromdoppler.com\/es\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/help.fromdoppler.com\/es\/?p=8315#primaryimage\",\"url\":\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265.png\",\"contentUrl\":\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2021\/11\/Screenshot_1265.png\",\"width\":887,\"height\":897,\"caption\":\"rsp crm en panel de control\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.fromdoppler.com\/es\/?p=8315#webpage\",\"url\":\"https:\/\/help.fromdoppler.com\/es\/?p=8315\",\"name\":\"[:es]C\u00f3mo integrar Doppler con RSP CRM[:en]How to integrate Doppler with RSP CRM[:] - 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