Why do I want/need a CRM Integration (Salesforce/HubSpot)?

There are two main uses of a CRM Integration:

• Inside IEX Platform, you will be able to pull contact details from your database:

  • In the Shipment Information, you can look up their name and then their address information will automatically populate.

  • You can also pull in different tags such as First Name, Company Name, Phone Number of the recipient when creating/editing templates and messages.

  • The email address will also be used when you are to send the email directly from the portal.

• Inside the CRM:

  • Once a send is created, a note will be added to the contact with the information generated from the portal.

  • Once a physical gift is delivered or a digital card is claimed, a task will be added to the contact owner to do a follow-up.

If you have any further questions, please feel free to contact us at support@imprintengine.com