Connect Less Annoying CRM to Tarvent - COMING SOON

Learn how to set up and manage the integration between Less Annoying CRM and Tarvent.

In this guide, you'll find:

1. Overview
2. Data Flow Overview
3. Prerequisites
4. Step-by-Step Setup Guide
5. Post-Setup Maintenance
6. Registering Webhooks
7. Manual Syncing
8. Troubleshooting
9. FAQs

1 Overview

This integration keeps your contacts synchronized between Tarvent and Less Annoying CRM, supporting both one-way and bidirectional sync. It uses OAuth 2.0 for secure authentication and offers real-time synchronization with additional manual sync options.

Contact Synchronization

• Real-time contact updates
• Bidirectional or one-way contact syncing
• One-way group syncing
• Standard and custom field mapping
• Manual sync available

Journey Actions & Triggers

• Monitor changes in pipelines, contacts, and group memberships
• Update contact details and group memberships
• Add tasks and notes
• Change pipeline status

2 Data Flow Overview

3 Prerequisites

Before you start: Confirm you have a Less Annoying CRM account and admin access for both platforms.

1. Less Annoying CRM Account
   

   You’ll need an active account.

2. Admin Access
   

   Administrator rights are required in both Tarvent and Less Annoying CRM to set up integrations.

3. Tarvent Account
   

   You’ll also need an active Tarvent account.

4 Step-by-Step Setup Guide

Step 1: Access Integration Settings

1. Go to Account Settings
   

   In Tarvent, navigate to Account > Integrations.

2. Select Less Annoying CRM
   

   Click the integration card.

3. Add an Account
   

   Click Add an account in the top-right corner.

Step 2: Connect to Less Annoying CRM

1. Select Audience
   

   Pick the Tarvent audience you want to sync with Less Annoying CRM.

   Note: Each audience can connect to only one Less Annoying CRM account.

2. Authenticate with OAuth
   

   Click Connect to authorize via Less Annoying CRM.

3. Authorize Access
   

   Review and approve the permissions in Less Annoying CRM.

Step 3: Configure Settings

1. Notification Email
   

   Enter an email for sync notifications. This is required.

2. Contact Sync Direction
   

   Choose how contacts sync:

   • One-way: Only transfers contacts from Less Annoying CRM to Tarvent.
   • Bidirectional: Keeps contacts updated both ways, from Less Annoying CRM to Tarvent and from Tarvent back to Less Annoying CRM.

   Note: Applies only to initial and manual syncs, not real-time updates.

3. Additional Options (Optional)
   
   • Only sync contacts that are assigned to your Less Annoying CRM user. If disabled, it will sync all contacts.
   • Only sync contacts that your Less Annoying CRM user has write access to. If disabled, it will sync all contacts.
   • Create contact in Less Annoying CRM when contact is created in Tarvent. If disabled, new contacts in Tarvent will not be created in Less Annoying CRM.
   • Update contact in Less Annoying CRM when contact is updated in Tarvent. If disabled, updated contacts in Tarvent will not be updated in Less Annoying CRM.

Step 4: Map Fields

Tip: Hover the help icons in Tarvent for field mapping guidance.

1. Review Default Mappings
   

   Similar fields are auto-mapped. Verify them before continuing.

2. Map Custom Fields
   

   Match Less Annoying CRM fields to Tarvent data fields:

   • Text fields (Less Annoying CRM types: Email, Website, Dropdown, Radiolist, Checkbox, Textarea, Textblock): Text, URL, Image, Email, State, Zip code (Tarvent data types)
   • Date fields: Date, DateTime, Birthday (Tarvent data types)
   • Phone fields: Phone (Tarvent data type)
   • Number fields: Number (Tarvent data type)
   • Address fields: If mapped, the address will be split into the standard Tarvent address fields
   • Name fields: If mapped, the name will be split into the standard Tarvent name fields (First and Last)

   Note: All required fields must be mapped.

3. Skip Fields
   

   Any fields you don’t need can be marked as skip. All fields must be mapped or skipped.

Step 5: Finalize Setup

1. Review Settings
   

   Confirm all configurations before finishing.

2. Start Sync
   

   Click Finish setup & start sync. This will:

   • Register webhooks for real-time updates
   • Schedule the first sync

   Note: You’ll receive a sync status email once it’s complete.

5 Post-Setup Maintenance

Monitoring Sync Status

After setup, you can track the status of your integration directly in Tarvent:

• View sync history and results
• Check for sync errors or conflicts
• Review sync performance and statistics

Managing the Integration

You can manage your integration anytime through these options:

• Edit Settings: Adjust options, mappings, and notifications
• Manual Sync: Run an on-demand sync between systems
• Disable: Pause syncing without deleting the integration
• Delete: Permanently remove the integration

6 Registering Webhooks

Once your integration is active, you normally won’t need to adjust webhooks. However, if they become deactivated in Less Annoying CRM, you can re-register them:

1. Go to Account > Integrations and find the Less Annoying CRM integration
2. Select the integration you want to update
3. Under the Settings tab, locate the webhook controls
4. Click the button to register or unregister your webhooks

Tip: If your webhooks are deactivated, unregister them first, wait for the action to complete, then register them again.

7 Manual Syncing

If live syncing isn’t enabled or you run into sync issues, you can trigger a manual sync between Tarvent and Less Annoying CRM:

1. Go to Account > Integrations and select the Less Annoying CRM integration
2. Open the integration you want to sync
3. In the settings dialog, click the Sync button at the bottom-right
4. Choose a sync type:
   • Full sync: Syncs all contacts from Less Annoying CRM to Tarvent
   • Incremental sync: Syncs only new or updated contacts
5. Click Sync to start

Note: Manual syncs may take 5–30 minutes depending on volume. You don’t need to stay on the page while it runs.

8 Troubleshooting

Common Issues

If you run into problems, here are common issues and fixes:

• Sync not starting: Ensure the integration is enabled and your sync settings are correct
• Field mapping errors: Confirm field types are compatible and mapped correctly
• Finish button disabled: Double-check all settings and mappings
• Save button disabled: Look for red dots next to tabs, which indicate missing settings or mappings

9 FAQs