CRM Integration?
As defined by Hubspot, a CRM integration is the seamless connectivity between
your CRM software and third-party applications. These integrations result in
automated actions that expand the functionality of your software, eliminating
the need to toggle back and forth between systems.
Customer & Prospect Communications:-
- Interactions: Access, control, and visibility as well as
chronicling customer interactions initiated by all types of
communication channels (phone, web, chat, email or social media).
- Phone: CRM integration with the phone system, helps to record
call details and contact information in the CRM for future reference
and visibility.
- LiveChat/Chatbots: Chat capability is becoming more and more
prominent. CRM integration with a chat program or chat feature
embedded on the corporate, sales website or mobile application,
enables chatbots to automatically generate leads from website
visitors or mobile application users.
- Email: Enable the internal email client UI from inside of the CRM
application through integration with the email system (i.e. Outlook
or Gmail, etc.).
