Connect your CRM and Marketing Systems
Tired of switching between your CRM and Marketing systems?
When your sales and marketing teams are working from separate systems, simple tasks can quickly become time-consuming. Leads can be missed, customer details need to be entered twice, and sales teams often have little visibility of how prospects are engaging with your marketing campaigns.
Do these sound familiar?
Leads slip through cracks
New enquiries and marketing leads aren't automatically reaching your sales team
Manual data entry
Your team spends time exporting, importing and updating contact information between systems
Limited Visibility
Sales can't easily see which prospects are engaging with your campaigns or content.
Marketing tools we have already integrated
These are systems we have previously successfully integrated, although we are not limited to only these solutions.
Mautic
Eventbrite
Marketo
Klaviyo
Don’t see your solution? Our team can build bespoke integrations tailored to your requirements. Get in touch with us to discuss what you need and find out what’s possible.
What is a CRM & Marketing integration and what does it do?
A CRM and marketing integration connects your CRM system with your marketing platform, allowing key information such as contacts, leads, campaign activity and customer data to flow automatically between both systems. This reduces manual administration, keeps your data accurate and up to date, and gives your sales and marketing teams a clearer view of customer engagement.
Benefits of connecting your CRM and Marketing Platforms
Eliminates manually importing contacts
Automatically sync contacts and customer data between your CRM and marketing platform, removing the need for manual imports.
Improved lead response times
Automatically send new leads to the right teams, helping sales follow up quickly while the interest is still fresh.
Trigger personalised marketing journeys
Use CRM data and customer activity to trigger targeted campaigns and personalised marketing journeys.
Save hours of manual work every week
Automate repetitive tasks such as data entry, contact updates and lead transfers, freeing your teams to focus on more important work.
Trusted by marketing teams nationally
Two-way contact sync
Campaign activity inside your CRM
Automated Lead Handover
Find out if we can integrate your systems
Tell us which CRM and marketing platform you use and what you’d like to connect. We’ll let you know what’s possible.
Frequently asked questions
Can I connect my CRM to my email marketing platform?
Yes. We can connect your CRM with a wide range of marketing and automation platforms, allowing customer data, leads and campaign activity to move automatically between your systems.
What data can be synced between a CRM and marketing platform?
Depending on your requirements, we can synchronise contacts, leads, campaign activity, email engagement, forms, customer information and custom fields between your CRM and marketing platform.
Do CRM and marketing integrations work both ways?
Yes. We can build two-way integrations so information can flow between both systems, keeping your CRM and marketing platform up to date without relying on manual data entry.
Can I keep my existing marketing software?
In most cases, yes. Rather than asking you to replace the systems your team already uses, we can look at integrating your existing CRM and marketing platforms around your current processes.
How long does a CRM marketing integration take?
What is a CRM & Marketing integration?
A CRM and marketing integration connects your CRM system with your marketing platform, allowing customer and campaign data to flow automatically between both systems.
What does a CRM & Marketing integration do?
It synchronises information such as contacts, leads, campaign activity and customer data, reducing manual administration and giving sales and marketing teams better visibility of customer engagement.