Feed your CRM with filing and relationship data from IP Pilot, enriching the records of existing interactions with foreign associates, clients and prospects.

The CRM currently set up for this feature is Hubspot. More CRMs will be made compatible soon.

How to use:

One-time setup for connection (executable by admin users only):

  1. Go to Settings > CRM to set up the connection between your CRM and IP Pilot.
  2. Under Allowed Fields, specify the fields you allow IP Pilot to read & write from your CRM. The fields can either be at the company or contact level. Note: It is necessary for you to give IP Pilot the permission to read and write fields in your CRM that you would like us to subsequently push information into your CRM.
  3. Click “Save Changes”.
  4. Decide if users can “Add new companies and people” (recommended), and if you “Allow duplicating companies and people” and “Allow other team members to push data to CRM”. Note: “Allow other team members to push data to CRM” needs to be properly considered and managed if there are many IP Pilot user accounts at your firm as they all have the ability to amend pre-existing data in your CRM.
  5. Map the appropriate fields in IP Pilot to the fields in your CRM. There are mandatory fields we require to find the correct profiles in IP Pilot. Note: The IP Pilot fields are different for Law Firms, Applicants and Attorneys. They need to be mapped and saved at every corresponding tab.
  6. Under “Update Option”, decide if users can “Skip if existing” or “Overwrite” pre-existing data in the respective fields. Note: See the FAQ below for the definitions of “Skip if existing” or “Overwrite”.
  7. Click Save Changes for mappings done individually for Law Firms, Applicants and Attorneys.
  8. Only admin users can make further changes to the mapped fields and requirements.

How to use (for CRM users):

  1. Go to the Analyze section of the side menu.
  2. Type the name of an applicant, a law firm or an attorney in the name search bar.
  3. Select Applicant, Law Firm or Attorney, depending what you wish to analyze.
  4. Click the arrow at the end of the name search bar to load the profile.
  5. Click the CRM button, located next to the Export button.
  6. IP Pilot will attempt to retrieve the corresponding profile from your CRM and reflect the number of “Matched Entities in your CRM”.
  7. Select to either push the profile’s data to an existing entity in your CRM or create a new entity in your CRM. The former can be adjusted by manually pasting the URL of the corresponding profile from your CRM. The latter is possible only if admin users had enabled “Add new companies and people” in the Push to CRM settings.
  8. Click See Preview.
  9. Confirm the fields you wish to push to CRM.

Note: Any active filters on the profile will affect the data being pushed.

Use case:

You can now record all the contact details made available on IP Pilot, alongside the attorney’s filing volumes, in your CRM. No need to manually copying and pasting them!

FAQ’s

We are currently launching Push to CRM with Hubspot and the feature will be compatible with other CRMs soon. Please drop us a note at support@ip-pilot.com to let us know the CRM you’re using and we can keep you informed when it is made compatible.

It is possible that you do not have admin access and don’t have the rights to adjust the fields. Please reach out to your colleagues who have admin access to make the request.

To illustrate, we will use an example of an Attorney’s “Email” field that currently has a pre-existing data of abc@def.com and IP Pilot’s corresponding field is abc@def.eu. If you select “Skip if existing”, the field in your CRM will remain at abc@def.com. If you select “Overwrite”, the field will be updated from abc@def.com to abc@def.eu.