---
title: "How to Use Evolved Office and Compass Sherpa Integration"
url: "https://help.evolvedoffice.com/en/article/how-to-use-evolved-office-and-compass-sherpa-integration"
language: "en"
last_updated: "2025-10-15T17:33:13.886Z"
---

# How to Use Evolved Office and Compass Sherpa Integration

The Evolved Office and Compass Sherpa integration allows you to easily connect your marketing campaigns with your CRM, helping you filter accounts, manage campaigns, and convert engagement data into actionable sales activities—all from within Sherpa.

## **What This Integration Does**

-   Filters Sherpa account data to build segmented, targeted lists
-   Syncs lists directly into Evolved Office for campaigns and automation
-   Uses rep-specific login and activity tracking within Sherpa
-   Sends email engagement metrics (opens, clicks) back to Sherpa
-   Allows sales managers to create actionable tasks based on engagement

* * *

## **1\. Segmenting and Filtering Accounts in Sherpa**

There are **two main ways** to create and filter lists inside Sherpa before pushing them into Evolved Office.

### **Option A – Using Account Filters**

1.  From **Sherpa Home → Accounts → Filter**  
    ![](https://cdn-assets.productfruits.com/c4f2ad66-5776-4e76-a281-60ee1d3bc1b8)  
      
    ![](https://cdn-assets.productfruits.com/c2539e67-ad09-44f0-bdce-dfe896e8f5e1)  
     
2.  Click **New Filter** to define your conditions.  
    Example:  
    **Lease Expiration:** “End Lease” is between *today* and *June 30, 2026*  
    **Equipment Vendor:** “Toshiba”  
    ![](https://cdn-assets.productfruits.com/77294584-3813-4994-9a34-f7911d1d6757)  
     
3.  Click **Create Campaign List** to add accounts to:
    -   An **existing campaign list**, or
    -   A **new campaign list** created for this segment.  
        ![](https://cdn-assets.productfruits.com/a66b7723-2ede-4df3-aeb6-a608460bd6cb)  
          
        ![](https://cdn-assets.productfruits.com/569b2b8f-051b-41b7-b88e-6e83eb3b0796)

* * *

### **Option B – Using Sherpa Navigator**

1.  Navigate to **Sherpa Home → Reports → Sherpa Navigator**  
    ![](https://cdn-assets.productfruits.com/b9dfbf62-bf1e-419c-8803-78a3f9ede19b)  
     
2.  Choose the data type (e.g. **Accounts & TCO**)  
    ![](https://cdn-assets.productfruits.com/2482f081-9b70-49ce-9742-a99deb68d78d)  
     
3.  Select at least one display column such as:
    -   *Name*
    -   *End Lease Date*
    -   *Make/Model*
4.  *(New Update!)* You can now apply filters before loading the grid:  
    Example: *End Lease Date* between *10/14/2025* and *6/30/2026*
5.  Click **Load Grid** to view filtered results.  
    ![](https://cdn-assets.productfruits.com/26c97d38-0191-4a84-8265-38f3d820f029)  
     
6.  Review and click **Campaign** (top right).  
    ![](https://cdn-assets.productfruits.com/bb1ce93c-69c2-49d6-a302-221b03ba4f40)  
    -   *This syncs the filtered list into Evolved Office for outbound marketing.*  
         

* * *

## **2\. Accessing Evolved Office from Sherpa**

Once your lists are ready, you can access Evolved Office directly from Sherpa.

**Path:**  
**Sherpa Home → Accounts → Account Tools → Evolved Campaigns**  
![](https://cdn-assets.productfruits.com/035c041c-f880-4051-beac-5815872c66c2)  
  
![](https://cdn-assets.productfruits.com/04526b8d-9517-4c76-87ec-9a7912dc2da8)

From here, you can:

-   Launch or view existing Evolved Office campaigns
-   Connect directly to your campaign activity data

* * *

## **3\. Converting Campaign Engagement into Sales Activities**

Evolved Office campaign activity data (like opens and clicks) is visible inside Sherpa.

1.  Go to the **Campaign Activity** tab.
2.  Click the **“+”** icon to expand and view engagement details.  
    ![](https://cdn-assets.productfruits.com/83bbe02f-19b5-4738-9764-27a49e645c81)  
     
3.  Select the emails with opens or clicks.  
    ![](https://cdn-assets.productfruits.com/6c259b30-89e6-4b49-9a71-4ed945a4371f)  
     
4.  Click **Create Activities**, then choose:
    -   **Date**
    -   **Activity Type** (Call, Follow-Up, Meeting, etc.)
    -   **Assigned Rep**
    -   **Objective**
5.  Click **Create** to log these activities.  
    ![](https://cdn-assets.productfruits.com/94619a5f-74d8-43a5-9398-524244183c57)

✅ All created activities are automatically visible from your **Sherpa Home** screen.

> **Tip:** Focus on contacts showing high engagement (multiple opens or clicks) to prioritize your follow-up calls and meetings.

* * *

## **4\. Adding a Company Contact or Email into a Campaign**

1.  Go to **Sherpa Home → Accounts → Search**  
    ![](https://cdn-assets.productfruits.com/69d2820b-c54b-4d7c-9893-74b3ba2a0f5e)  
      
    ![](https://cdn-assets.productfruits.com/20c3cc56-794d-4703-8ff2-6a43b19c4b1a)  
     
2.  Choose your search criteria (e.g., Company Name, Contact, Email, Equipment ID, or Zip Code).
3.  Select a condition (e.g., *Contains*) and enter the value (e.g., a name or email address).
4.  Click **Search** to view results.
5.  Click **Create Campaign** to:
    -   Add the results to a **new campaign**, or
    -   Include them in an **existing campaign**.  
        ![](https://cdn-assets.productfruits.com/d92a8f2c-b1be-4393-ad4f-a2e784c4a44b)  
         

* * *

## **5\. Best Practices**

-   Use filters strategically to target **lease renewals** and **specific vendors**.
-   Create activities immediately after reviewing campaign engagement for timely follow-up.
-   Keep your Sherpa and Evolved Office data in sync for better reporting accuracy.

* * *

## 📈 **Why This Matters**

This integration removes silos between your CRM and marketing platform. It provides:

-   Easier list creation and targeting
-   Better campaign performance tracking
-   Clear follow-up workflows for reps
-   More meaningful metrics tied directly to sales activity

Need help getting started? Contact our [support team](https://support.evolvedoffice.com/hc/en-us/requests/new) or watch the walkthrough video below for a full visual guide.

[Embedded content](https://www.youtube.com/embed/yToPLKRixZY)