CRM & Integration

    What is CRM Integration?

    Connecting external data sources and tools with a CRM system to sync contacts, companies, and activities automatically. Reduces manual data entry and ensures data consistency.

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    Related Terms

    CRM (Customer Relationship Management)

    Software that manages all customer interactions and data throughout the customer lifecycle. CRMs like Salesforce and HubSpot are the system of record for B2B sales teams.

    Webhook

    An HTTP callback that sends real-time data to another application when an event occurs. In B2B, webhooks are used to push lead data to CRMs and notification systems.

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