Download this must-have guide to start your marketing automation journey.

Blog
Everwin CRM and Webmecanik Automation Synchronization
2 min read

Everwin CRM and Webmecanik Automation Synchronization

Combining your CRM and your marketing automation solution is a way to have a very powerful and effective marketing and sales tool. Your data is standardized between your sales and marketing departments in complete security. This article on CRM and marketing automation synchronization summarizes the key points of good synchronization. Let’s talk about synchronizing Everwin CXM & Webmecanik.

Everwin is a French software publisher. The Everwin range of CRM, business management and web portal software meets the needs of its clients in professional services, industrial, and construction companies such as: design and engineering firms, consulting firms, IT services companies & software publishers, architects and surveyors, web agencies, R&D, technical centers, analysis and testing laboratories, installation and maintenance, construction & development, industrial mechanics, and many others.

Webmecanik Automation is a French marketing automation solution. The software is a complete marketing tool aimed at any type of company that wants to communicate and maximize its lead generation. Webmecanik offers Webmecanik Academy, a unique marketing automation training model for marketing teams using it. The combination of the two is a very powerful tool for managing relationship marketing with your contacts, for lead identification, and for customer follow-up. This is why we recommend integrating your Everwin CXM CRM with Webmecanik Automation. Here are the specific features of this synchronization.

How Everwin CXM & Webmecanik Automation Synchronization Works

Synchronization between Everwin CXM and Webmecanik Automation standardizes the management of leads, contacts, companies, and contact activities in both directions. To do this, we use cron technology. This is a small program that regularly scans the data from both software solutions and updates it in the other one. This guarantees information standardization at most every 20 minutes.

Download the summary table of the fields included in this synchronization and all its features.

“Marketing automation is a true profession in its own right. The Webmecanik Automation tool effectively complements our CRM and is a real plus for our clients.

As a side note, we did not meet by chance; mutual clients put us in touch. It is a real market demand that we were happy to answer, especially because we share the same values with a consistent pricing structure.”

Sophie Charrier – Everwin CRM Product Manager

Continue exploring articles

EMAIL-TRACKING-RGPD

GUIDE: Marketing email tracking and CNIL compliance (GDPR)

Understand everything about email tracking and the CNIL's new recommendations to remain GDPR compliant while continuing to effectively manage your campaigns.

GDPR
funnel de vente B2B

Structure your entire B2B funnel with custom objects

Use your business data to create more targeted, personalized, high-performing campaigns.

B2B Strategy

Strategic guide: master Lead Nurturing for conversion

Lead nurturing is not just a sequence of automated emails. It’s the art of keeping a relevant conversation with your prospects until they’re ready to buy. This guide gives you the keys to structure campaigns that turn interest into revenue. 1. The diagnostic phase: lay the foundations Before writing a single line, you must define […]

How to track the performance of your marketing messages?

Introduction  You’re already well established in your market. Your target is clearly defined, your marketing channels are in place, and you may have even carried out an audit of your past activities. But one question remains essential: are your marketing messages truly performing? Whether it’s email, WhatsApp messages, SEA campaigns, social ads, or SMS, every […]

CRM and marketing automation: how to (finally) align Sales and Marketing teams?

The opportunity nobody was asking for In 2025, the crisis of trust persists in our economies. This crisis of trust makes acquiring new customers a long, complex, and uncertain process. As in every crisis cycle of a system based on the continuous growth of sales of goods and services. In too many French companies, the […]

How to increase your ARR with marketing automation?

In an ultra-competitive SaaS environment, growing ARR (Annual Recurring Revenue) is more than an objective: it’s a matter of survival. Yet most efforts are focused either on sales teams or on paid acquisition. What if your ARR also depended on your ability to automate and intelligently orchestrate the customer journey? Marketing automation is not limited […]