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How do you integrate your CRM with other tools in your tech stack for seamless data flow?

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2 Answers
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  1. Mike Braund
    Mike Braund

    Komodo Health VP Revenue Marketing • 7mo

    Most tools in our stack have direct integrations with our CRM. We do use a composable architecture as well where all of our core system's data are extracted into a cloud data warehouse and we layer on on rETL tool to move that data including CRM data into our tools that don't have direct CRM integrations. Run times can create limitations on workflows but generally as a B2B company most of our use cases are ok in limited run time models. We do at times use that workflow for tools that do have CRM ...Read More

    405 Views
  2. Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 1y

    It starts with clarity on what data actually needs to move between systems and why.It’s easy to fall into the trap of syncing everything, but that usually leads to unnecessary complexity. I’ve found it’s more effective to map the customer journey first and pinpoint the key moments where data needs to flow between tools. For example, lead capture from a form to enrichment, then routed via the CRM and synced to marketing automation or the product.I try to keep the setup as simple as possible. A fe ...Read More

    436 Views

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