Syncler Use Cases
Bringing CRM and email marketing together: Boosting efficiency with smart automation
Imagine you receive a new newsletter subscription via your website, but the information does not make it into the CRM. Or a customer asks to unsubscribe, but continues to receive emails because the marketing team has not been informed.
To avoid situations like these, you need to ensure a smooth flow of information between your CRM system and your email marketing tool. After all, new contacts that you create in the CRM should also receive the latest news by email, provided they have given their consent. In practice, this is where the challenge lies: if there is no direct exchange of information between the systems, this results in many time-consuming steps.
In this article, you can find out how this situation looks in practice and how you can remedy it.
The topics at a glance:
- The starting point: When systems don’t talk to each other
- Linking CRM and newsletter tool – how it works with Syncler
- What are the benefits?
- Enhanced functionality with Syncler
- Conclusion: Automate your processes now
The starting point: When systems don't talk to each other
New newsletter contacts can be captured in a number of ways. Often the newsletter registration is done via a web form generated directly from the CRM system, the email marketing tool or the website. Without a central link, each system processes this data separately.
As a result, databases are inconsistent and data maintenance and manual transfer is time consuming.
Linking CRM and newsletter tool – how it works with Syncler
1. Automation of the DOI process
New newsletter contacts stored in the CRM are automatically transferred to the email marketing tool with Syncler. The DOI (double opt-in) process is triggered seamlessly, regardless of how the contact was captured. This allows you to use a standardised DOI process, ensuring legal compliance in both systems.
2. Data synchronisation in both directions
New contacts and changes to existing contacts are automatically synchronised in both directions. This eliminates manual transfer errors and duplicate records.
A practical example:
An existing customer unsubscribes from a newsletter by calling their account manager. Previously, this information had to be manually transferred to the email marketing tool - with Syncler, this is now fully automated:
- The account manager records the unsubscription in the CRM system
- Syncler automatically transfers the unsubscription to the marketing tool
- The customer is removed from the mailing list and excluded from future mailings
What are the benefits?
- Standardised database:
All teams have access to up-to-date and consistent data across all systems. - Time savings:
Automation eliminates manual activities and increases your efficiency. - Fast response to customer needs:
Whether logging in, logging out or changing data – everything is synchronised in real time. - More transparency about customers:
Email marketing feedback is also visible in the CRM system. New insights about your customers can be gathered on an ongoing basis. Undelivered newsletter emails are valuable indicators of customer changes, such as a change of employee – an opportunity to take action and update the contact.
Enhanced functionality with Syncler
- Transfer of data and click behaviour to CRM:
Performance data such as click-through rates, open rates and other metrics can be automatically transferred to CRM with Syncler. In addition, the click behaviour of newsletter recipients can automatically trigger actions in the CRM. This turns digital interaction into an opportunity for personal contact. - Differentiated recipient management:
It is possible to segment recipient groups in the CRM and thus target specific customer groups with specific newsletter.
Conclusion: Automate your processes now
With our Syncler integration platform, you can create the perfect link between your CRM and your email marketing tool. The result? You improve team collaboration, save time and increase customer satisfaction. Take the next step now and reap the benefits.
No matter what CRM system you use: We can find a solution to connect your marketing tool.
