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

Blog
YellowBox CRM and Webmecanik Automation Synchronization
2 min read

YellowBox CRM and Webmecanik Automation Synchronization

A CRM and a marketing automation solution: these are two tools you are familiar with for managing your contacts. The first is intended for the sales team, the second for the marketing team. Result? The level of information is not always the same for these two teams, which does not make each side’s tasks any easier. With YellowBox synchronization between CRM and Webmecanik Automation, your contacts and their information are standardized. 

YellowBox CRM is a Dimo Software product: it is therefore 100% French, from its design to its hosting. Experts in the CRM field for more than 24 years, they are suited to all sectors and getting started with the solution is very quick. 

Webmecanik Automation is a French marketing automation solution. Based on open-source technology, the software aims to support the marketing team and the sales team. It is useful from the first contact through customer follow-up. 

To address a new target, personalize messaging, and increase upsell sales, marketing automation proves very effective. The synergy with the CRM is a real strength: you avoid the many Excel spreadsheets that connect your teams to transfer your data securely. 

How YellowBox CRM & Webmecanik Automation synchronization works

Synchronizing YellowBox CRM with Webmecanik Automation standardizes the management of leads, contacts, and companies in both directions. You will have the same information across all your teams in real time. You will also have the essential statistics to assess your marketing and sales strategy. It is no longer just an open rate or a conversion rate; you have a global view of the journey of your prospects and customers.

The added bonus of the integration between YellowBox CRM & Webmecanik Automation: Choosing the destination table for your contacts 

In your YellowBox CRM, you sort your leads by tables, including contacts and leads. With this synchronization, you can choose the destination table for your Automation contacts. This way, your sales team directly has all the right information in the right place that your marketing team has obtained thanks to Webmecanik Automation. 

Continue exploring articles

Initiative zero carbon email

#ZeroCarbonEmail: Set an Expiration Date for Your Emails

Discover the email expiration date feature to ensure your communications don’t remain stored after they become obsolete.

An intelligent summary of your sales opportunities 🪄

Discover our new intelligent opportunity summary feature to get a clear recap of the actions to take in just a few seconds.

Feature

Speed up the creation of your emails and landing pages with AI 🪄

Write, improve, or translate your content in one click with AI built directly into your email and landing page editors.

Strategic guide: mastering Lead Nurturing for conversion

Lead Nurturing is not just a series of automated emails. It is the art of maintaining a relevant conversation with your prospects until they are ready to buy. This guide gives you the keys to structuring campaigns that turn interest into revenue. 1. The diagnostic phase: lay the foundations Before writing a single line, you […]

Folder Management: The Organization Your Team Has Been Waiting For! ✨

Emails on one side, campaigns on another, segments scattered everywhere… What if everything could be organized in one place? Introducing our new folder management feature.

Feature

How to track the performance of your marketing messages?

Introduction  You are already a well-established player in your market. Your target audience is clearly defined, your marketing channels are in place, and you may even have already audited your past actions. But one question remains essential: are your marketing messages really performing? Whether it is email, WhatsApp messages, SEA campaigns, social ads, or SMS, […]