Integrate with CRM apps

Automate your customer relationship management with your CRM software to improve customer service, increase sales, and reduce manual data entry.

Integrations

CRM systems like Salesforce, Infusionsoft, Zoho, and Klaviyo are powerful tools for managing customer relationships. They help you track interactions, manage sales, and automate marketing campaigns. But they're only as good as the data you put into them.

Integrating your CRM with your website, email marketing platform, and other systems can help you keep your CRM up-to-date and make it more powerful. You can capture leads from your website, automatically add them to your CRM, and trigger marketing workflows based on their behaviour. You can update customer records with new information, trigger marketing campaigns based on customer behaviour, and have sales data automatically updated in your CRM.

Intellis has years of experience integrating all popular CRM systems with websites, apps, and platforms. We can help you automate your customer relationship management and improve your customer service, increase sales, and reduce manual data entry.

Integrations

Sample integrations

Post your sales data to Klaviyo

Have your offline sales data automatically posted to Klaviyo for marketing campaigns.

More on Klaviyo

Integrate with third party applications

Third party apps

A platform doesn't necessarily replace the software and apps you are currently using, but instead can extend and automate interactions with those apps.

Most popular third party apps and sites offer integration points to enable exactly this.

Consider the pain of copying data from one software package you use to another. For example: moving contact data from your CRM to your accounting package can be both time consuming and error prone. Imagine being able to select a CRM lead, click a button, and not only having that lead appear in your accounting package automatically, but also have their first invoice raised and sent automatically.

Automations

Imagine your staff entering a job into a custom built web form, and having invoices and reports automatically generated.

Imagine your customers being able to chat to your business in the form of a Bot on Facebook Messenger, in order to find out information such as order status, account balances, and current prices. Imagine them also being able to create orders, make payments and book an appointment using the same chat bot.

All of this is not only plausible, but very much a reality when you build a platform for your business.

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