Update a contact in a CRM when a contact property changes in another CRM
This automation keeps your customer data synchronized across two different CRM systems. Whenever a contact's information (like their email, phone number, or any other tracked property) is updated in one CRM, the automation automatically updates the corresponding contact in the other CRM.
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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.
Centralizing customer data across different departments
Ensure that sales, marketing, and support teams all have access to the most up-to-date customer information, regardless of which CRM they primarily use. This improves collaboration and reduces data silos.
More automations for this use caseMigrating from one CRM to another
Gradually transition contacts and their data from an old CRM system to a new one, minimizing disruption and ensuring no data is lost during the migration process. Run both systems in parallel until the migration is complete.
More automations for this use caseIntegrating specialized CRM systems
Connect a general-purpose CRM with a specialized CRM (e.g., one designed for a specific industry or function) to ensure data consistency across your organization while still leveraging the unique features of each system.
More automations for this use caseMaintaining a backup CRM
Keep a secondary CRM up-to-date with all contact information, providing a backup in case of data loss or system failure in the primary CRM. Improves data redundancy and disaster recovery capabilities.
More automations for this use caseSharing data with partners or external teams.
If a partner or external team uses a different CRM, this automation can be used to share relevant contact information with them without requiring direct access to your primary CRM.
More automations for this use case