Your CRM is an essential tool for your sales team. Your marketing automation software is the equivalent for your marketing team. Linking the two promises better communication between the two departments for explosive results! This is what Webmecanik Automation and SugarCRM
SugarCRM, the number 1 customer experience software, prioritizes data security and flexibility for ideal use.
Webmecanik Automation is a French marketing automation solution based on open source technology.
By combining the two solutions, you ensure data standardization with complete security.
How SugarCRM & Webmecanik Automation synchronization works
The synchronization of SugarCRM with Webmecanik Automation standardizes the management of leads, contacts, companies, and contact activities in both directions. You can choose the master data so as not to change data obtained through an Automation form in your CRM or vice versa. Lead activity is also displayed in your CRM. Page visits, clicks in an email, form submissions: all this important information can alert your sales team.
The extra perk of the integration between SugarCRM & Webmecanik Automation: your custom fields imported as Automation tags
In SugarCRM, you can configure many custom fields according to your needs. To synchronize them as effectively as possible with Webmecanik Automation, you can import them as tags on your contacts. This allows you to keep all your contact data.
Download the summary table of the fields covered by this synchronization and all the features.
