CRM Integration

Leverage your CRM data in your email campaigns and send relevant messages to your customers and prospects. If a customer opens a mailing and clicks on the product page, this information can appear under the Lead or Contact in salesforce and trigger a message to the Account Executive to follow up with the customer. Provide your sales team with detailed information about prospect interests and activities throughout the buying cycle, so they can respond with targeted communications to the right person at the right time.

  • Segment based on customers added in the past month and send a personalized email to find out where they are in the buying cycle.
  • Accurately maintain your databases with bi-directional synchronization
  • Transition seamlessly from your current CRM and email marketing databases with our customized field-mapping

Our synchronization is entirely customizable. If your organization uses completely different fields in Salesforce, we can match them in your Net Atlantic reports.

Email campaign data (opens, clicks, bounces, unsubscribes, etc.) stored in Net Atlantic’s database will go directly into the lead or contact record. Custom field-mapping allows users to automate the bi-directional synchronization process between an existing "account" field and a custom field created in the "contact" record for list segmentation and data merging.

Why choose Net Atlantic?

One of Net Atlantic's key business differentiators is its high level of customer service. The company's vision is to help businesses automate and streamline their email communications. With Net Atlantic's CRM email marketing integration you can send timely updates across platforms, gather lead information, and send targeted communications that get results.

For more information on this service, contact a Net Atlantic Account Executive at (877) 263-8285.

Integration with is also built-in to our StrongView On-Demand Edition.