Help Center

Integrating your CRM data with BlueConic

With built-in direct connections from BlueConic to Salesforce and Microsoft Dynamics CRM, and universal connectivity to most other CRM platforms, integrating BlueConic data with your CRM can be a single day project instead of a multi-week project.

BlueConic integrations

What are BlueConic integrations?

BlueConic integrations refer to software plugins or connections that exchange or synchronize data between BlueConic and your CRM, and CRM data with BlueConic.

Why share CRM data with BlueConic connections?

Drive highly relevant experiences on-site or in-app based on your customers position within the customer lifecycle. CRM data activated on-site and in-app significantly increases your capabilities to convert leads and engage/retain customers.

Connect CRM data to other platforms BlueConic is connected to -- for example, drive targeted advertising placements on Facebook or Google.

Why share BlueConic data with a CRM? 

The reasons will depend on how you use CRM today, because BlueConic helps drive better outcomes through an improved customer dataset that includes fully configurable segmentation. For example:

  1. Arm call centers with real-time data and segmentation, driving more relevant conversations
  2. Campaign management platforms connected to CRM can take in this additional data and segmentation to deliver right-time messaging across the marketing ecosystem
  3. The CRM can be an avenue into marketing databases or data warehouses (dwh) that support various functions, such as analytics.

Beyond the behavioral data we collect from website use, we're also connecting data from your various other marketing platforms. If you've been trying to find a way to connect more data with your CRM, and/or activate your CRM data, you may have found it!

Can we help you get started?

Was this article helpful?
0 out of 0 found this helpful