Sync contacts between CRM and email marketing system
This automation ensures that whenever a new contact is added to a CRM system, it is automatically created in an email marketing system. The system requires contacts to have their email field filled out to function properly.
Interested in staying up-to-date with AI and automation in business?
Join over 1,400 other early adopters of AI and automation to learn how to leapfrog the competition. We do the hard work for you and compile an easy-to-read what-you-need-to-know email every week.
Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
Maintaining consistent contact lists
Ensures that contact information is always up-to-date across both CRM and email marketing platforms, improving marketing and sales alignment.
More automations for this use caseAutomating email campaigns
Saves time by automatically syncing contacts, enabling timely and targeted email campaigns without manual data entry.
More automations for this use caseReducing manual data entry
Streamlines workflows by eliminating the need to manually copy contact information between systems, reducing errors and saving time.
More automations for this use caseEnhancing customer engagement
Enables personalized and timely communication with customers by ensuring contact data is always current and accessible in both systems.
More automations for this use caseEnsuring compliance
Maintains data consistency and accuracy, which is crucial for compliance with data protection regulations like GDPR.
More automations for this use case