Do you connect to my CRM?

 

Connecting your CRM with ActiveDEMAND Marketing Automation should be a priority, because it closes the loop between sales, who typically work within a CRM, and marketing, who do work within a Marketing Automation Platform (MAP.) Rather than sales and marketing being disconnected, they help each other succeed.

*The ActiveDEMAND Corporate Marketer package is required for Salesforce and Microsoft Dynamics Integration

Ways of Connecting your CRM with ActiveDEMAND

 

Native

We’ve got a direct connection possible with the CRM. This is usually the tightest form of integration with the most features available.

 

Integration instructions for natively supported CRM's

 

PieSync

PieSync offers an easy way to synchronize contact data across 80 different CRM’s. There is a minor recurring cost with Piesync, (use our affiliate link here https://www.piesync.com/pricing/) but it’s a quick way to get contacts into your CRM and back into ActiveDEMAND. Setting up PieSync connections with ActiveDEMAND.

 

Zapier

Zapier opens up a very wide range of automation possibilities by integrating ActiveDEMAND with Zapier’s over 500 different platforms.

 

 

Features Supported

 

Contact synchronization is the most important. Most CRM connections support bi-directional contact synchronization. This refers to updating ActiveDEMAND based on a contact change in the CRM and updating the CRM when ActiveDEMAND detects that the user did something interesting.

 

Creating Deals or opportunities directly in the CRM saves the salespeople from duplicating a bunch of data entry.

 

Adding Timeline/Activity notes in the CRM adds details from ActiveDEMAND to the CRM contact that the salespeople might find helpful in knowing about their prospects/clients.

 

Schedule Activity enables ActiveDEMAND to schedule a future task for the salesperson. This is helpful if you want to automate more of your sales process, or if you want ActiveDEMAND to enable appointment scheduling.

 

Lead Insights Chrome Plugin integration enables VOIP calling from within your CRM as well as automatically posting a call transcript into the CRM so you don’t need to type notes during the call! It also notifies you when your prospect is on your website and delivers better account visibility in your CRM. A lot of salespeople find it handy to check out what a prospect or client has been up to before calling or meeting with them.

 

 

 

CRM Integration Detail Table

 

CRM Connection
Type
Contact
Sync
Create
Deal/Opp
Timeline/Activity
Note
Schedule
Activity
Lead
Insights
Pipedrive Native Bidirectional Yes Yes Yes Yes
Salesforce Native Bidirectional Yes Yes Yes Yes
Pipeline Deals Native Bidirectional Yes Yes Yes Yes
Enquire Native Bidirectional Yes Yes Yes Yes
Eldermark Native Bidirectional Yes Yes Yes Yes
NoCRM.io Native Bidirectional Yes Yes No Yes
Nimble Native Bidirectional Yes Yes Yes Yes
FreshSales Native Bidirectional Yes Yes Yes Yes
Microsoft Dynamics Native Bidirectional Yes Yes Yes Yes
SherpaCRM Native Bidirectional Yes Yes Yes Yes
Zoho Native Bidirectional Yes Yes Yes Yes
Bitrix24 PieSync Bidirectional No No No No
Contactually PieSync Bidirectional No No No No
Zapier No Yes Yes No
Copper PieSync Bidirectional No No No No
Zapier Bidirectional Yes Yes No No
Insightly PieSync Bidirectional No No No No
Zapier No No No No
Odoo Online PieSync Bidirectional No No No No
SugarCRM PieSync Bidirectional No No No No
Zapier Yes Yes No No
Pipeliner Zapier Bidirectional Yes Yes Yes No
Base Zapier Bidirectional Yes No No No
Clinchpad Zapier To CRM No No No No
Highrise Zapier Bidirectional Yes Yes Yes No

 

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