Integrating your email marketing platform with a CRM system is one of the most common and beneficial technical integrations. Here’s how you can do it:
API Integration: Use the API provided by both your CRM and email platform to set up a connection. This usually requires some technical knowledge or the help of a developer. Third-Party Tools: There are several third-party tools and services that can facilitate this integration without requiring deep technical skills. Examples include Zapier and Integromat. Native Integrations: Many email marketing platforms offer native integrations with popular CRM systems like Salesforce or HubSpot. These are usually easy to set up and come with detailed documentation.