crm api integration

CRM API Integration: Why Is It Important?

CRMs are useful tools for customer management, but they are more beneficial when integrated with third-party software and other resources. There are 2 ways in which a CRM can be integrated with third-party software.

It can be integrated using custom code. This is a tedious process for developers who have to write new code every time.

It can be integrated using APIs or Application Programming Interfaces, which are software that acts as a transition between two other software.

Typically, it is considered fruitful to opt for the API integration method. In this blog, we will look at why CRM API integration is important.

Examples of CRM API integration

Below are some examples of where CRM can be integrated with third-party software through an API.

  • Phone Management System

A CRM can be integrated with a phone management system so that all calls with customers can be recorded and analysed for future use.

  • Chatbot System

It can also be integrated with a chatbot system, to gain more customer information. From sales forecasting software to calendars, there is nothing that a CRM cannot be integrated with.

  • Email System

Integrating e-mails with CRM makes it easier for sales persons to communicate with each other and their clients.

The Importance of CRM API integration

API integration provides many advantages to CRM users. Here are some of the benefits.

  • Common Platform for all Employees

As tired as you get of hearing about the “single source of truth”, it is necessary that all employees of an organisation have one common reference about their customers. This helps to smoothen out the workflow and eases conflict among employees.

  • Higher Efficiency

Getting third-party software integrated with the CRM helps to create more efficiency. For instance, if email or calling or WhatsApp are integrated with the CRM, it makes the workflow very smooth and efficient.

  • Automation of Information Flow

With a CRM-API integration, the information can flow automatically from one software to another without so much as a hitch. The data does not need to be manually entered, which prevents a lot of errors.

Conclusion

Actovision is involved heavily in the CRM API integration. Hence, if you are looking to set up your CRM (Konnektive, sticky.io, ClickBank etc.) you can approach us at Actovision. We will also, integrate third-party software with the CRM through the use of APIs.

Apart from CRM API integration, we also perform functions like landing page design, funnel setup, upsell management and gateway integration to name a few. So, what are you waiting for? If you are looking for a CRM solution provider, Actovision should be your first choice!

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