Syncing your CRM with your email marketing platform typically involves the following steps:
Choose a Compatible CRM: Make sure your CRM system can integrate with your email marketing tool. Connect the Systems: Use APIs or built-in integrations to connect your CRM with your email marketing platform. Map Data Fields: Ensure that the data fields in both systems are correctly mapped to align information accurately. Set Up Sync Frequency: Decide how often you want the systems to sync (e.g., real-time, daily, weekly). Test the Integration: Conduct tests to ensure the sync is functioning correctly and data is accurately transferred.