What is CRM Integration – Everything You Need to Know About It

One of the most important aspects of any business strategy is staying organized, especially when it comes to customer management and marketing. One way to do this is by integrating your CRM into the rest of your business software, allowing you to keep track of everything related to your customers in one place. But did you know, what is crm integration?

If you’re considering taking the plunge into CRM, you might have heard about CRM integration. But exactly, what is CRM integration? In this blog post, we’ll break down everything you need to know about CRM integration to choose the right software solution for your business, and how it can help your business save time and money while improving overall customer satisfaction!

What is CRM Integration?

If you’re not familiar with CRM, it stands for Customer Relationship Management, and it’s the technology that helps businesses make the most of their relationships with their customers.

More specifically, CRM integration refers to the process of sharing contact data between two or more software applications. This allows you to use one system to manage all your contacts and interactions with them, instead of having to log into separate systems individually. There are many types of CRM integration options, depending on what software and what data you want to connect.

Companies are becoming more and more reliant on customer relationship management software for their business operations. Integrating your CRM with other company tools can streamline your workflow and provide a centralized hub for tracking essential details about customer relationships.

How does CRM Integration work?

As its name suggests, CRM integration is about integrating your customer relationship management (CRM) platform with another system. The most common forms of integrations are between a CRM and your email marketing service or payment processor. Essentially, it’s a way for you to access data from one platform within another. There are two main ways you can do it: using an API or using custom code. APIs (application programming interfaces) allow you to communicate with a platform without needing to know any of its coding languages. This makes them a great option if you don’t have developers on hand.

However, they often have limits on how much information they can pull at once, which could cause problems if you need to pull in large amounts of data regularly. If that sounds like something that might happen in your business, it might be worth getting some custom code written instead. It will not only cost you little but also will let you get as much information as quickly as possible, and may save time in the long run too. Custom code also gives you more control over what happens when information is being transferred between platforms, which could be important if there are legal requirements around how certain types of data must be handled.

Why is it indispensable for businesses to know what is CRM Integration?

The integration of CRM (Customer Relationship Management) and marketing automation is vital for a business. That means that both systems should be networked so that data can flow easily between them. Most businesses understand how significant it is to build a strong customer base. One of the ways you can retain customers is by integrating your CRM with other applications such as email marketing, personalization, and social media marketing.

When two systems are integrated, they can exchange information quickly and accurately, and in real-time. For example, if someone registers on your website or buys from you online, their contact details will automatically be added to your CRM. If someone who has already bought from you wants more information about a product or service, his or her details will automatically appear on your website when he or she visits it again. In short: an integrated system makes life easier for everyone involved!

Types of CRM Integrations

There are several different types of CRM integrations. The most basic type is a one-way integration that allows you to share information between systems. This can be as simple as sharing contact information or account updates with another company, or it can be more complex, such as automatically generating leads in your new system based on characteristics in your existing system. Most service providers offer one-way integrations that are free or inexpensive, though some providers charge a fee for more advanced capabilities. Other solutions provide two-way integration options, which allow for an automatic back-and-forth between systems without you having to enter all of your information twice into each system.

Integrating with Customer Data & Tools

Getting your customer data together in one place is key to a strong customer relationship management (CRM) system. This will help you effectively manage client relationships across all communication channels including email, phone, online chat, and social media. With so many ways of communicating with customers these days, it’s difficult to know which channel works best for you. Having a central location for your clients’ information allows you to contact them through whichever channel suits them best.

Integrating with Marketing Automation Tools

You can do it directly or through email, but you should integrate your customer relationship management (CRM) system with your email marketing platform. By doing so, you can eliminate a lot of time from your workflow because when someone buys something from you through an email campaign, you’ll be able to easily add them to your list in your CRM without having to go hunting for their contact information on another system.

Integrating with Email Marketing Services

If you’re already using a software solution to manage your email marketing campaigns, you may want to look into integrations with other systems that can help automate certain tasks. That way, there’s less maintenance on your end. If you have an accounting solution in place, it might be easy to integrate with email marketing software. In addition, if you use services like MailChimp or Constant Contact, they might offer more integrations than what’s available directly within their product.

Integrating with Sales Tools

If you’re using one of today’s advanced sales or customer relationship management (CRM) tools to manage leads, engage customers, and forecast activity then integrating your data with HubSpot can supercharge your sales process. Our API allows you to pull a wide range of data from HubSpot into any other business app you use. For example, if you want to import contact information from HubSpot into Salesforce then our API can make that happen in a matter of minutes. When integrated, our solution not only helps you bring your contact data into Salesforce, as well as it also automatically updates that data every time it changes in HubSpot, so keeping everything up-to-date requires no manual effort.


CRM (Customer Relationship Management) tools are incredibly helpful when it comes to keeping track of customers and managing your workflow, but many businesses still don’t know what is CRM integration and integrate their CRM with other business systems. This leaves a lot of information about customers or leads that you could be missing from your marketing and sales process, which can hurt your chances of making sales and building long-term relationships with customers. However, it doesn’t have to be this way! Get in touch with Sjain Ventures experts to integrate your CRM software with other important programs and services you use on a daily so that you can get the most out of everything in your business.