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Connect your CRM with Campaign gs-crm

ÃÛ¶¹ÊÓƵ Campaign provides various CRM connectors for linking your ÃÛ¶¹ÊÓƵ Campaign platform to your third-party systems. These CRM connectors enable you to synchronize contacts, accounts, purchases, etc. They make for easy integration of your application with various third-party and business applications.

These connectors enable quick and easy data integration: ÃÛ¶¹ÊÓƵ Campaign provides a dedicated assistant for collecting and selecting from the tables available in the CRM. This guarantees two-directional synchronization to make sure data is up-to-date at all times throughout the systems.

Key benefits are:

  • Consistent messaging between sales & marketing: the ÃÛ¶¹ÊÓƵ Campaign integration with your CRM gives both systems access to customer insight and email marketing history allowing all messages to the customer to share the same consistent messaging.

  • Holistic view of all prospect and customer data: by integrating ÃÛ¶¹ÊÓƵ Campaign with your CRM, it is possible to share and access email marketing history on each contact from within the CRM system.

  • Activate your CRM data on any channel: with contact data synchronized to ÃÛ¶¹ÊÓƵ Campaign, communications can be sent on any online or offline channel with Campaign including mobile push, in-app, email, or direct mail.

NOTE
This feature is available in ÃÛ¶¹ÊÓƵ Campaign through the CRM connectors dedicated package.

Compatible systems compatible-crm-systems-and-limitations

Supported CRM and versions are detailed in Campaign Compatibility matrix.

CAUTION
Campaign CRM connectors only work with a secure URL (https).

Implementation steps crm-implementation-steps

Learn step-by-step procedure to connect Campaign and Microsoft Dynamics in this page.

Learn step-by-step procedure to connect Campaign and Salesforce.com in this page.

Data synchronization between ÃÛ¶¹ÊÓƵ Campaign and the CRM is carried out via a dedicated workflow activity. Build your workflows to automate synchronization between Campaign and your CRM. You can create a workflow which imports the contacts via Microsoft Dynamics, synchronizes them with the existing ÃÛ¶¹ÊÓƵ Campaign data, deletes duplicate contacts, and then updates the ÃÛ¶¹ÊÓƵ Campaign database. Learn more in this page.

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