Q: 1.
What CRMs do you integrate with?
2. And for the CRMs that you don't integrate with, how do the events get pulled into them?
3. Also does a CRM need a special function in order to pull specific data from your system?
Paras_Salespanel
May 15, 2024A: Salespanel.io integrates with a wide range of popular CRM systems, including Pipedrive, Salesforce, Zoho CRM (work-in-progress), and Close.com. Our goal is to ensure seamless data transfer and compatibility with various CRM tools to enhance efficiency and collaboration between sales and marketing teams.
For CRMs that we don't have direct integrations with, Salespanel.io provides webhook support, Zapier integration, allowing you to send real-time data in a raw format to any system capable of receiving webhooks. This enables you to integrate Salespanel.io data into your CRM of choice, even if we don't have a native integration available. We also support REST API.
To pull specific data from Salespanel.io into your CRM, the CRM needs to support custom fields and webhook handling (if there's no direct integration available). Custom fields allow you to store and display Salespanel.io data within your CRM, making it easily accessible for sales reps and marketing teams. If the CRM has webhook support, you can use it to receive real-time data updates from Salespanel.io, ensuring accurate and up-to-date information is available for your team.
I hope this information is helpful. If you have any additional questions or need further clarification, please feel free to ask.