3rd Party CRM Integration

Already have a CRM systems your team knows and loves like Salesforce? We will connect and integrate your CRM with your marketing automation software (such as Mailchimp, Constant Contact, Emma, Infusionsoft, or Hubspot). We will configure contact synchronization so that contact information is shared between your CRM and Marketing software, and ensure the data in both systems are kept up-to-date. We'll even give you three post-integration support calls in the first six months to help you with any integration problems related to contact sync.

  • Contact sync implementation using off-the-shelf or custom integrations

  • 3 troubleshooting calls to resolve synchronization issues

  • Initial contact import into Marketing software

  • Provide contact synchronization recommendations

Fees for 3rd party off-the-shelf integration services are separate from CTC consulting fees and must be paid by the client.  Contact synchronization features are limited to features included in any selected 3rd party integrations. Custom coding for integration is not included in this service, but may be available for an additional fee.