CRM and marketing automation are two essential tools for contact management. The first is primarily intended for the sales team and the second for the marketing team. However, today these two teams work together to streamline the customer journey. Linking CRM and marketing automation is therefore a logical next step to facilitate exchanges. Between INES CRM and Webmecanik Automation, data can be exchanged easily and securely. Here are all the specifics of this synchronization.
INES CRM is a French software vendor and integrator that offers a SaaS platform. Since 2020, this CRM has been part of the Efficy offering. With personalized support, INES CRM helps you ensure a successful project! Dedicated to B2B companies in services, industry or trade, INES CRM is innovative and mobile.
Webmecanik Automation is also a French Software as a Service solution. Its goal is to help you from collecting information about your contacts all the way to conversion and customer follow-up.
By coupling the two, you ensure simple and continuous relationship marketing management
between your teams. Data is exchanged according to your settings, to adapt to the way you work and save your teams time. That is why we recommend integrating your INES CRM with Webmecanik Automation.
How INES CRM & Webmecanik Automation synchronization works
With this synchronization, you can exchange leads, contacts, companies and even lead activity. Data is exchanged in real time or based on triggers, such as campaign actions, scoring or form submissions. Priorities can also be defined: when a field is already filled in and new information is entered over it, you can choose whether or not to overwrite the data depending on its source.
The added bonus of INES CRM & Webmecanik Automation synchronization: ongoing development
This synchronization is a second version. In 2021, INES CRM and Webmecanik Automation decided to work together to improve the existing synchronization and update it with the new features of both software solutions. Indeed, the two companies have been long-standing partners. In this updated version, you can notably exchange lead activity, which Webmecanik Automation records. For example, you can send an alert to your sales representatives via the CRM when a customer visits a help page.
Finally, recent developments allow us to offer even more refined integration to exchange the contact source when it is created in the CRM, the contact’s communication preferences, manage contact deletion through mirroring, and many other small actions that make this native integration a model for data exchange between CRM and marketing automation.
Download the summary table of the fields included in this synchronization and all its features.
