To better understand their clientele, businesses might benefit from using a customer relationship management (CRM) system to handle the avalanche of data generated. To get the most out of your CRM system, however, it has to be compatible with the other software and hardware your business regularly employs.
What is CRM integration?
Customer relationship management (CRM) integration integrates your CRM with other programs to work together without any noticeable disruptions. When two or more pieces of software are integrated, the need to switch back and forth between them is removed, and the combined capabilities are used automatically.
YottaSoft has plenty of experience integrating custom data solutions with third-party applications, seamlessly sending data with custom mapping functions and robust connectors. For example, if a lead comes through a Typeform or SurveyMonkey, it will be sent to a connected CRM as a contact. After that, it will trigger some custom workflow if defined in the target CRM.
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