Benefits of Integrating Your CRM with CRED

Integrating your CRM with CRED provides numerous advantages, ensuring your customer and sales data remains accurate, enriched, and synchronized across both platforms. Key benefits include:

• Data Enrichment: Enhance your CRM records with proprietary CRED data, including additional firmographic details, contact insights, and activity tracking.

• Bi-Directional Sync: Seamlessly sync accounts, contacts, opportunities, notes, tasks, and more between CRED and your CRM, ensuring consistency across platforms.

• Real-Time Updates: Reduce manual data entry with automatic tracking of activities, ensuring CRM data remains current and reflective of sales interactions.

• Compliance & Security: Fully GDPR and SOC II compliant, ensuring all data transfers and storage meet the highest security standards.

• Duplicate Management & Column Mapping: Identify and manage duplicates effectively while mapping CRM fields for accurate data flow.

• New Account & Contact Discovery: Automatically surface new accounts and contacts that fit your ideal customer profile to add to CRM.

• Opportunity Tracking: Easily track opportunity stages, estimated deal values, and related activities in a structured, kanban format.

• Email Integration: Pair CRM integration with email sync for enhanced activity tracking, on an account and contact level, improving visibility.

🔗 Supported CRM Integrations

CRED currently supports direct integrations with the following CRMs:

Here is the full list of CRMs we support various degrees of integration with:

• Affinity

• Amplemarket

• Apollo.io

• Attio

• HeyReach

• HubSpot

• Instantly

• Microsoft Dynamics 365

• Outreach

• PartnerPage

• Pipedrive

• PlusVibe

• Reply

• Salesforce

• Salesloft

• Smartlead.ai

• Zoho CRM

We support 195 direct integrations, see & request in-app here, various degrees of integration supported:

• Botpress

• Glean

• Seam AI

• Facebook Ads

• Google Ads

• LinkedIn Ads

• Microsoft Ads

• Reddit Ads

• YouTube Analytics

• Amplitude

• App Store Connect

• Appcues

• Fullstory

• Google Analytics

• Heap

• Mixpanel

• Northbeam

• PostHog

• Segment

• Statsig

• Affinity

• Amplemarket

• Apollo.io

• Attio

• HeyReach

• HubSpot

• Instantly

• Microsoft Dynamics 365

• Outreach

• PartnerPage

• Pipedrive

• PlusVibe

• Reply

• Salesforce

• Salesloft

• Smartlead.ai

• Zoho CRM

• CallRail

• Azure Blob Storage

• Cloudflare R2

• Dropbox

• Google Cloud Storage

• S3

• Circle

• Dialpad

• Gmail

• Slack

• Sprout Social

• Vanilla Forums

• Chorus

• Clari Copilot

• Fathom

• Fireflies.ai

• Gong

• Delighted

• Gainsight CS

• SurveyMonkey

• Survicate

• Typeform

• UserVoice

• Freshdesk

• Freshservice

• Front

• Gladly

• Intercom

• Kustomer

• Plain

• Pylon

• Zendesk Chat

• Zendesk Support

• Zoho Desk

• Barbour ABI

• ConstructionWire

• HTTP Enrichment

• Harmonic

• Heron Data

• MailerCheck

• Pitchbook

• PredictLeads

• Profound

• Scamalytics

• ZoomInfo

• AWS Athena

• Azure Synapse

• Databricks

• Google BigQuery

• MotherDuck

• Redshift

• Redshift Serverless

• Snowflake

• dbt Cloud

• dbt Project Repository

• AWS OpenSearch

• Azure Cosmos DB

• Azure SQL

• DynamoDB

• Google Cloud MySQL

• Google Cloud PostgreSQL

• IBM Db2

• Microsoft SQL Server

• MongoDB

• MySQL

• PostgreSQL

• Auth0

• CSV URL

• Clerk

• Cloudflare Logs

• Datadog

• Docker Hub

• GitHub

• HTTP API

• Honeycomb

• Polytomic Metadata

• SFTP

• Webhook

• WorkOS

• ShipBob

• Shippo

• Shopify

• Tixr

• Towbook

• Yotpo

• Google Search Console

• Intellimize

• Short.io

• Unbounce

• UpPromote

• Upfluence

• Brevo

• Customer.io

• Customer.io Warehouse Exports

• Dittofeed

• HighLevel

• Iterable

• Klaviyo

• Lob

• Loops

• Marketo

• Pardot

• Twilio Sendgrid

• Ascend

• Autura

• Lago

• NetSuite

• Netsuite SuiteAnalytics

• QuickBooks

• Ramp

• Sage Intacct

• Salesbricks

• Standard Metrics

• Stripe

• Xero

• m3ter

• Asana

• Dayforce

• Ironclad

• Jira

• Linear

• NetSuite OpenAir

• Productboard

• Rippling

• monday.com

• Airtable

• Google Sheets

• Google Workspace

• Microsoft SharePoint Excel

• Smartsheet

• Chargebee

• Loop

• Recharge

• Rewardful

• Seal Subscriptions

• Strackr

• Linkedin

How to Set Up a CRM Integration

Step 1: Access CRM Settings

• Navigate to CRED Settings: https://commercial.credplatform.com/my-account/settings

• My account → Settings → Link CRM

Step 2: Choose CRM and Authentication

• Select your CRM (e.g., Salesforce, Dynamics)

• Choose the authentication type (OAuth, API Key, etc.)

Step 3: Accept Permissions

• View & accept our read and write permissions (Contacts, Accounts, etc.)

  • Note: If you want to set up special permissions for your organization i.e. restrictions around notes then please reach out to us for more information.

Step 4: Enter Subdomain and Authenticate

• Provide necessary CRM details (e.g., subdomain, instance URL)

  • Tip: Check your CRM’s web URL for this.

• Log in and authenticate access

Step 5: Matching initial data sync

• Once authenticated, CRED will begin the initial data sync.

• Monitor progress under the Data Matching tab: https://commercial.credplatform.com/my-account/matching

• My account → Settings → Matching

• Monitor accounts matched, meaning CRED has found a matching account and appended CRED’s proprietary data in our web app. This can be synced to your CRM via mapping that field to a field in your CRM. Create one if you haven't already.

• Click on a row to adjust which CRED Company your imported account is matched to.

• Monitor remaining accounts, which are records we can't find a match for. Click into each one to manually find a matching entry.

• Monitor & reconcile duplicates.

The source denotes if it comes from Salesforce for example.

Step 7: Field Management

• Is Exportable? Setting is configurable only for admins and allows you to disable a field's ability to be exported via .csv, which can help with compliance.

  • Note: To remove a field from syncing with CRM, you can unmap it.

• Is Required? Mandates if it should always be included in syncs. If a field is marked as required and is left unfilled, the synchronization process will not proceed. This ensures that essential data is captured before any data transfer occurs, thereby preventing incomplete records from being sent to integrated systems like CRM platforms.

• Read, update, delete and rule settings are all configurable per mapped field too.

Data Management & Syncing

Data Matching

• CRM records will be automatically matched with CRED entities.

• Users can manually adjust mappings as needed.

• Ensure accuracy of data matching to prevent duplication.

Data Sync Visibility

• Once a contact is created in the CRM, it will appear in CRED under People → My Contacts (next to the search bar)

• Once an account is created in the CRM, it will appear in CRED under Company → My Accounts (next to the search bar)

• Previous activity history for matched contacts will be visible.

• Last activity timestamps will be displayed within the CRM.

Data Storage & Security

• All customer data is securely stored in a segregated instance on Google BigQuery.

• Data is highly encrypted and only accessible to permitted organizations.

• Detailed data architecture specs available upon request.

Data Syncing Rules

• Sync frequency and data field access can be configured per organization.

• Rules can be applied to control read/write permissions per field.

• CRED enables enrichment of CRM data by pulling in additional fields.

• Custom fields can be created within the CRM for storing net new data.

• Sync limits vary based on the selected CRED plan.

• Trigger syncs via per company/person via:

  • 3 dot menu on company/people row.

  • 3 dot menu on company/people sidebar.

• Trigger syncs in bulk:

  • Sync an entire list via 'Export' button in a list (top right)

  • Sync selected companies/people via 'Export' button in the action bar

Key CRM Integration Considerations

Common Challenges & Solutions

1. Privacy Settings Across Departments

   • Ensure role-based permissions are configured within the CRM.

   • CRED allows for granular control of user access levels.

2. Data Inconsistencies from External Sources (e.g., Hospitality Sites)

   • Validate data before syncing to avoid duplications or errors.

   • Use Data Matching tools to reconcile records manually if needed.

3. Preventing Overwriting of User Accounts

   • Implement merging rules for users with both work and personal emails.

   • Set field-level protections to prevent unwanted updates.

4. Integration Setup Timelines

   • CRM setup and enrichment generally takes 1-3 days, depending on data complexity.

   • Additional time may be required for large-scale migrations.

5. Email Integration & Data Privacy Concerns

   • CRED is GDPR & SOCII compliant.

   • Obtain necessary legal approvals before enabling CRM & email sync.

6. Embedding CRM into the Sales Process

   • Use Saved Views, Reports, and Automations to streamline processes.

Field Visibility & Management

• Default fields are mapped automatically, but admins can manually create custom fields.

• Ensuring the right fields are visible improves data accuracy and usability.

• Customization of views is recommended to surface the most relevant information.

Checks to Perform Before Go-Live

✔ Verify correct CRM permissions and privacy settings.

✔ Ensure all essential fields are mapped correctly.

✔ Test sync functionality with sample data.

✔ Validate that reporting data is accurate post-sync.

✔ Train sales and support teams on the new integration workflow.

Troubleshooting & FAQs

Common Issues & Fixes

1. Data is not syncing properly

   • Check if API access is enabled in your CRM.

   • Ensure correct authentication details were entered.

   • Review sync settings to confirm expected fields are included.

2. Duplicate contacts appearing

   • Use Data Matching to reconcile records manually.

   • Set duplicate detection rules within your CRM.

3. Permissions issues preventing access

   • Confirm that the correct user roles have been assigned.

   • Adjust permission levels within both CRED and the CRM.