Integrating Eldermark CRM with ActiveDEMAND

Before getting started, consider reviewing this article on CRM Integration Strategies.

Note: The main reason to integrate the CRM is due to attribution. When a phone call comes in, it comes in with attribution on how the contact gets to the number, if we are not posting this to the CRM, and they create their own lead, this lead is created without proper attribution and pushes back into AD thus duplicates are created and the lead that is actually being worked in the CRM will carry no attribution.

To integrate the Eldermark CRM with ActiveDEMAND, follow the steps below.  Eldermark CRM supports posting contacts, form submits, chats, email link clicks, email opens, phone calls, test messages, and unsubscribes.

Step 1: Authentication

Select Administration -> Account Settings in the left nav.  Click on the Integrations tab and add a new third party application.  Select EldermarkCRM and enter your API key.

Step 2: Manually Post Contacts/Histories

You can manually post any contact or contact history using the Post To CRM buttons on the contact edit page:

Step 3: Post Contacts/Histories in Workflows

You can set your lead processing workflows to automatically post the contact and contact history to Eldermark CRM.  Look for the Post to Eldermark CRM Action.  You can also add a note to be included in the post.