When you are moving to a new CRM it can be a challenge to move away from a system your team know and love. Your new CRM might not have as much functionality in a particular area that’s important to your organisation, even if the CRM will significantly improve your efficiency. That’s why it’s important to consider 3rd party integrations.
cloudtoolz, brought to you by Zentso, connects to any 3rd party software with an API and brings data into your CRM. If you have a need specific to your organization, cloudtoolz also provides you with the ability to build your own connector apps.
Here are some examples of integrations that are made possible using cloudtoolz:
Email Marketing
If you want to continue more detailed communications with your target audience, consider integrating your marketing platforms. For example, your main CRM can be integrated with more feature rich marketing tools such as HubSpot for your email campaigns. Integrating these tools means you can ensure you are emailing the latest and correct contacts as well as analysing your engagement from campaigns in your CRM.
Payment Gateways
If your organisation relies on Direct Debits, credit card payments or donations, you want to be able to see the latest updates and payments as easily as possible within your CRM. Some CRM systems can be inflexible, or you might operate in regions where payments in your CRM might not be supported. Having these payment gateway integrations helps save staff time, ensures data security for sensitive information and provides straightforward processes for your payments.
SMS
Do you communicate via SMS? cloudtoolz integration allows you to send automated messages to your audience based on triggers in your CRM. For example, send an SMS when membership is up for renewal or event reminders.
Learning Management Systems
Connect with Single Sign-On to seamlessly pass your members from your e-commerce solution to your Learning Management System. This includes handling order processing as well as pulling results back into your CRM system.
Introducing cloudtoolz
The affordable, clicks-not-code platform, powering your accelerated digital success, built for membership organisations. Reduce the number of different add-ons, the need for custom code and the costs and risks associated with bespoke development.