AutoSync CRM and Marketing Data

Marketing automation platforms help businesses to automate marketing processes. But businesses which aim at taking marketing automation experience to the next level need to integrate marketing automation with CRM. This integration will enable them to transfer customer information seamlessly between sales, marketing, and support while ensuring that right messages are delivered at the right time.

Plumb5 Platform allows businesses to integrate their CRM data with connectors with two-way synchronization. With this, you can feed your CRM systems with behavior data and manage customer communication or targeted campaigns in real-time.

Enable your CRM systems with seamless marketing automation.

Plumb5 CRM Connectors allows you to plug your CRM Systems with 2-way seamless synchronization, without having to go through time-consuming engineer-dependent processes. Integrating Microsoft Dynamics, SalesForce or SugarCRM to Plumb5 can be done easily in 3 steps using built-in connectors.

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CRM Integration in 3 easy steps

Configuring the CRM system would involve configuring the service URL with your CRM account username and password. In the case of configuring SalesForce account, you will need to enter the  security token along with the password. With this, you are ready to fetch records or post records to the CRM system. Your next task would be to map the fields of your CRM system to the fields on Plumb5 and hit the sync button. You are all done.

In case of any errors encountered during synchronization, you can click the error log and troubleshoot it yourself or forward the errors to Plumb5 team for quick resolution.

Creating a unified customer view for all customer facing team members

The CRM Integration to Plumb5 Platform not only ensures better alignment of Sales and Marketing and in-time delivery of contextual messages but also creates a unified view of the customer/prospect with deeper behavioral insights.crmimg

After mapping your CRM fields to the Plumb5 platform, you are good to visualize single view of a customer with a wide range of insights spanning web/mobile interactions, integrated e-store transactions, multichannel behavior covering website, mobile, email, SMS, push, store or other integrated channels, social and demographic data and other spend calculations.

Built-in Connectors
Plumb5 has ready connectors for integrating Microsoft Dynamics, SalesForce or SugarCRM. An easy intuitive 3 step process can get your job done in 30 minutes. For other CRM applications with web services, you can talk to our connector team to get a similar auto sync setup for your CRM system.

CRM Connectors

 

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Guide on how to get SalesForce security token

Here is a quick help on how to get the security token, in order to configure SalesForce to your Plumb5 account

Login to your SalesForce Account

Reach out to My Settings

SalesForce Settings

 

On your left hand menu, under Personal, click “Reset My Security Token

SalesForce Security Token

 

Click the “Reset Security Token” button and the token will be sent to your email address associated with your SalesForce account

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Use the token during configuring SalesForce contacts to your Plumb5 account.

Sync SalesForce contacts with your Plumb5 account

Integrating Salesforce contacts

You can synchronize your SalesForce contacts by just configuring the API access and token. The contacts will be available in Plumb5 Contact base, where you can start engaging them through mail and onsite campaigns. Now, you have access to the contacts behavior and social preferences. You can segment your contacts based on behavior and run personalized campaigns to monitor responses.

Setting it up

Log in to your Plumb5 account and click on the manage account link to get to the configuration tab

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