CRM Connectors

Owned by Ben van Klinken
Jan 07, 2015
1 min read

Integrating your CRM data with your existing business systems is a key step in ensuring the seamless management of both your customers’ experiences and your business process.

There are several use-cases for CRM’s.

  • Syncing contacts to and/or from the CRM
  • Syncing Invoices to the CRM this is done to provide the Sales/Support/etc teams, which use the CRM, visibility into their customer’s spending
  • Syncing Opportunities to an accounting system; this is to allow Sales teams to enter invoices into the accounting system