Updating a CRM (or Lead Generation) platform using CANDDi API [How to guide]
This document describes how to keep your CRM platform (or other internal lead-generation / customer platform) updated with real-time information passed in from CANDDi.
Essentially, CANDDi sits as a marketing (or analytics) filter on top of your CRM platform. When identified visitors or identified companies (if your platform supports this) perform pre-defined trigger actions on your website, then CANDDi will capture this information and will update your CRM platform in real-time with this information.
Example:
When a visitor first identifies themselves on your website, whether that’s by filling in a form or clicking a link in an email, then it will update your CRM record for this visitor with the total number of visits, pages viewed and duration on the site so that your sales team know who is most engaged.
When an Identified Visitor first visits your pricing page, then you could update your CRM platform to schedule them with a call-back.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Essentially, CANDDi sits as a marketing (or analytics) filter on top of your CRM platform. When identified visitors or identified companies (if your platform supports this) perform pre-defined trigger actions on your website, then CANDDi will capture this information and will update your CRM platform in real-time with this information.
Example:
When a visitor first identifies themselves on your website, whether that’s by filling in a form or clicking a link in an email, then it will update your CRM record for this visitor with the total number of visits, pages viewed and duration on the site so that your sales team know who is most engaged.
When an Identified Visitor first visits your pricing page, then you could update your CRM platform to schedule them with a call-back.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 06/02/2020
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