Creating an Update Channel

One of the most powerful features Kronologic offers is its ability to communicate with existing CRM systems. Kronologic currently offers integration with Salesforce and HubSpot CRM. However, the intercept channel feature is currently only available with Salesforce integration. 

Channels are the medium through which CRM contacts connect with Kronologic meeting types and vice versa, and today we’re breaking down how to create an intercept channel. 

First, it’s important to recognize that there are three types of channels:

Import Channel: The flow of information is from Salesforce to Kronologic. An import channel allows admins to create logical conditions that once satisfied, allow meeting instances to be either initialized or initialized AND activated in Kronologic.

Intercept Channel: Also, a flow of information from Salesforce to Kronologic. An intercept channel allows admins to create logical conditions that once satisfied, will deactivate existing meeting instances.

This is useful when a method other than Kronologic has been successful in getting a response from the prospect and the seller or BDR wants to stop any activities that Kronologic has planned for that contact.

Update Channel: The flow of information from Kronologic to Salesforce. An update channel allows admins to create logical conditions that once satisfied, allow Kronologic to update the relevant Salesforce object with pertinent information, such as updating the status, stage, or owner fields.

The Art and Science of Creating an Intercept Channel

A new channel can either be created from the Kronologic Channels tab or while defining a new meeting type. At this stage, you should have already defined the desired meeting types in the platform.

Intercept channels allow admins to define the conditions under which, an already active meeting instance in the platform should be deactivated. Once the instance is deactivated, the status for the instance is changed to “canceled”. However, if the instance status is already in a final state, there is no change made to the instance status.

These logical conditions can be defined in exactly the same way you're used to building Salesforce reports. For example, Status is “Working - Contacted” AND owner role contains BDR, etc.

The intercept channel creation process can be completed in 3 easy steps.

• Defining a channel name and associating a meeting type

• Defining which integration and object

• Defining intercept logic to deactivate meeting instances

Defining a channel name and associating a meeting type

While defining an intercept channel, admins need to associate a meeting type, the meeting instances of which should be deactivated based on the channel logic. 

Intercept channels and meeting types have many-to-one relationships. This means that a channel can be associated with only one meeting type. However, you could establish multiple import channels for a given meeting type.

Defining which integration and object

The integration platform chosen by default here is Salesforce since creating an intercept channel feature is only available for Salesforce integrations currently. This functionality for HubSpot integration is expected to be released in 2021. 

Kronologic object types ("lead", "contact" and "opportunity contact") are the same objects as in Salesforce. For example, if you select "Lead" from Kronologic's channel setup menu, you are selecting the Lead Object within Salesforce.

Defining intercept logic to deactivate meeting instances

The third and final step is to define the logical conditions that once satisfied, will deactivate the active meeting instances.

Based on the integration object you select, Kronologic will allow you to reference any field associated with that object, including custom fields. You can set the intercept logic using these object fields. By setting this logic, the user basically tells Kronologic to pay attention to any changes happening to the object field.  

For example, you can set an Opportunity Contact’s stage to “Closed Won” to cancel all the meeting instances that have been scheduled for opportunity contacts whose stage has been changed to “Closed Won”. 

Once you’ve completed the three steps above, clicked "Create" and have enabled the channel, Kronologic will automatically perform the desired action for each associated meeting type. 

Once enabled, the intercept channel will only deactivate the meeting instances that meet the criteria AFTER the channel is enabled. For the deactivated instances, the instance status is changed to “Cancelled” in the Instances dashboard. 

As long as the channel is set to “Active”, the intercept channel will remain in action. Once the channel is disabled, the channel action will stop. Admins can also clone, edit, and delete channels once they are created.

One of the most powerful features Kronologic offers is its ability to communicate with existing CRM systems. Kronologic currently offers integration with Salesforce and HubSpot CRM. However, the update channel feature is currently only available with Salesforce integration. 

Channels are the medium through which CRM contacts connect with Kronologic meeting types and vice versa, and today we’re breaking down how to create an update channel.

First, it’s important to recognize that there are three types of channels:

Import Channel: The flow of information from Salesforce to Kronologic. An import channel allows admins to create logical conditions that once satisfied, allow meeting instances to be either initialized or initialized AND activated.

Intercept Channel: Also, a flow of information from Salesforce to Kronologic. An intercept channel allows admins to create logical conditions that once satisfied, will deactivate existing meeting instances. 

This is useful when a method other than Kronologic has been successful in getting a response from the prospect and the seller or BDR wants to stop any activities that Kronologic has planned for that contact.

Update Channel: The flow of information from Kronologic to Salesforce. An update channel allows admins to create logical conditions that once satisfied, allow Kronologic to update the relevant Salesforce object with pertinent information, such as updating the status, stage or owner fields. 

The Art and Science of Creating an Update Channel

A new channel can either be created from the Kronologic Channels tab or while defining a new meeting type. At this stage, you should have already defined the desired meeting types in the platform.

Update Channels allow admins to define the conditions under which, object fields in the CRM should be updated based on the meeting instance outcome in Kronologic. This helps admins keep the CRM up-to-date with contacts-specific meeting updates.

The update channel creation process can be completed in 3 easy steps.

• Defining a channel name, associating a meeting type and instance status

• Defining which integration and object to be updated

• Defining the object field(s) to write the updated value(s)

Defining a channel name, associating a meeting type and instance status

While defining an update channel, admins need to associate a meeting type and meeting instance status(es). This tells Kronologic that, of all the meeting instances provisioned out of the associated meeting type, those with the status change to any of the given status(es) should be monitored. The list of all the meeting instance statuses over an instance lifecycle and their meaning can be found here, on the Instances Academy page.

An update channel can be associated with only one meeting type but there could be multiple meeting instance statuses chosen for monitoring.  

Defining the integration object to be updated

The integration platform chosen by default here is Salesforce since creating an update channel feature is only available for Salesforce integrations currently. This functionality for HubSpot integration is expected to be released in 2021. 

Kronologic object types ("lead", "contact" and "opportunity contact") are the same objects as in Salesforce. For example, if you select "Lead" from Kronologic's channel setup menu, you are selecting the Lead Object within Salesforce.

Defining the object field to write the update value

The third and final step is to define the object field and to provide the value to be written in the object field. 

Based on the object you select, Kronologic will allow you to reference any field associated with that object, including custom fields. 

For example, below is an update channel set for a meeting type “New Types”. For any of the meeting instances of “New Types”, if the status changes to “Declined” OR “No Response” OR “Engaged No Intent”,  the corresponding lead’s description field is set to get updated with the value  “No response on follow-up attempts”.  

Once you’ve completed the three steps above, clicked "Create" and have enabled the channel, Kronologic will automatically perform the desired action for each associated meeting type. 

(Note: Once enabled, an update channel will only update CRM fields for instances that match the criteria AFTER  the channel has been enabled)

As long as the channel is set to “Active”, the update channel will remain in action. Once the channel is disabled, the update action will stop. Admins can also clone, edit, and delete channels once they are created.

One of the most powerful features Kronologic offers is its ability to communicate with existing CRM systems. Kronologic currently offers integration with Salesforce and HubSpot CRM. 

Check out this brief walk-through for creating an import channel in Kronologic before we dive into the topic.

Channels are the medium through which CRM contacts connect with Kronologic meeting types and vice versa, and today we’re breaking down how to create an import channel. For the rest of this topic, we have considered Salesforce integration as an example.  

First, it’s important to recognize that there are three types of channels:

Import Channel: The flow of information from Salesforce to Kronologic. An import channel allows admins to create logical conditions that once satisfied, allow meeting instances to be either initialized or initialized AND activated.

Intercept Channel: Also, a flow of information from Salesforce to Kronologic. An intercept channel allows admins to create logical conditions that once satisfied, will deactivate existing meeting instances.

This is useful when a method other than Kronologic has been successful in getting a response from the prospect and the seller or BDR wants to stop any activities that Kronologic has planned for that contact.

Update Channel: The flow of information from Kronologic to Salesforce. An update channel allows admins to create logical conditions that once satisfied, allow Kronologic to update the relevant Salesforce object with pertinent information, such as updating the status, stage or owner fields. 

The Art and Science of Creating an Import Channel

A new channel can either be created from the Kronologic Channels tab or while defining a new meeting type. At this stage, you should have already defined the desired meeting types in the platform.

Channels allow admins to define the conditions under which, a meeting instance should be provisioned for a given contact. These conditions can be defined in exactly the same way you're used to building Salesforce reports. For example, Status is New AND owner role contains BDR etc. 

The import channel creation process can be completed in 3 easy steps.

• Defining a channel name and associating a meeting type

• Defining integration platform and object

• Defining import logic to import contacts

Defining a channel name and associating a meeting type

Import channels and meeting types have many-to-one relationships. This means that a channel can be associated with only one meeting type. However, you could establish multiple import channels for a given meeting type.

Defining integration platform and object

Select Salesforce and set the integration object to Lead, Contact, or Opportunity Contact.

Kronologic object types ("lead", "contact" and "opportunity contact") are the same objects as in Salesforce. For example, if you select "Lead" from Kronologic's channel setup menu, you are selecting the Lead Object within Salesforce.

Defining parameters to import contacts.

The third and final step is to define the logical conditions that once satisfied, allow meeting instances to be either initialized or initialized AND activated.

Based on the object you select, Kronologic will allow you to reference any field associated with that object, including custom fields. 

For example,  you can set an Opportunity Contact’s role to “Business User” OR “Decision Maker” to initiate the import.  

Once you’ve completed the three steps above, clicked "Create" and have enabled the channel, Kronologic will automatically perform the desired action for each associated meeting type (i.e. create  contacts, initialize or initialize and activate instances). The instances created can further be tracked on the Instances dashboard. 

(Note: Once enabled, a channel will only import leads/contacts/opportunity contacts that are updated to meet the criteria AFTER the channel is enabled.)

As long as the channel is set to “Active”, the import channel will remain in action. Once the channel is disabled, the import action will stop. Admins can also clone, edit and delete channels once they are created.