CRM Integration
Quikly can build custom integrations to submit lead information in real time to your CRM system. This enables seamless data flow between Quikly campaigns and your customer relationship management platform, ensuring that valuable lead data is captured and available for immediate follow-up.
Key Features
Section titled “Key Features”- Real-time Data Sync: Lead information is transmitted to your CRM instantly as users engage with Quikly campaigns
- Custom Field Mapping: Map Quikly data fields to your specific CRM schema and custom fields
- Bi-directional Communication: Support for both sending data to and retrieving information from your CRM
- Event-based Triggers: Automatically send data based on specific user actions or campaign milestones
Supported CRMs
Section titled “Supported CRMs”Quikly has experience building integrations with major CRM platforms including:
- Salesforce
- HubSpot
- Marketo
- Custom/Proprietary CRM systems
Integration Methods
Section titled “Integration Methods”API Integration
Section titled “API Integration”Direct API-to-API integration provides the most flexibility and real-time capabilities. We work with your CRM’s REST or SOAP APIs to establish secure, authenticated connections.
Webhook Integration
Section titled “Webhook Integration”For CRMs that support webhooks, we can push lead data to your specified endpoints whenever relevant events occur within Quikly campaigns.
Batch Processing
Section titled “Batch Processing”For high-volume scenarios or systems with rate limits, we can implement batch processing to efficiently transfer lead data at scheduled intervals.
Data Types
Section titled “Data Types”Common data points that can be integrated include:
- Contact information (email, phone, name)
- Timestamp data for all interactions
Getting Started
Section titled “Getting Started”To begin setting up a CRM integration:
- Contact your Quikly account manager to discuss your integration requirements
- Provide CRM API documentation and authentication credentials
- Define field mapping requirements
- Test the integration in a staging environment
- Deploy to production with monitoring
Security & Compliance
Section titled “Security & Compliance”All CRM integrations are built with security best practices:
- Encrypted data transmission (TLS 1.2+)
- Secure credential storage
- GDPR and CCPA compliance support
- Audit logging for all data transfers
- Rate limiting and retry logic for reliability
Contact your Quikly representative to learn more about building a custom CRM integration for your organization.