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Email Marketing Integration Workflow

Solve Business Goals by Transforming Marketing & Sales Performance

Email marketing seems to be self-sufficient, yet the data collected and used within your service may bright considerable improvement into the business and customer development.

How to integrate

1) Create an account at our Developers’ Portal and

  • provide your organization name,
  • choose a username,
  • provide your email and phone number, and
  • select a password.

Then, choose a plan or run a trial version. You also can sign in with your GitHub account.

2) After submitting the form, you will receive the email with a brief overview of service, your username and link for the account activation.

By clicking the link, you will be directed to the sign in page - where you enter your username and password to log in.

Then, you will see a dashboard and your unique API credentials for authentication and API requests.

3) For the authentication, you need 2 parameters in the header of request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API.
  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform.

Send a test request to see how the service works. For instance, you want to get a list of CRMs, so send the following API request:

curl -X GET --header 
"Accept: application/json" --header 
"X-API2CRM-USER-KEY: YOUR_API_KEY" "https://api-2445581398133.apicast.io:443/v1/crm"

4) Then define your data mapping - determine how your app’s entities will correspond in supported in CRM entities. See data flow recommendations.

5) To add your CRM, you click on CRMs on the dashboard. Then hit “Add CRM” button and select a type of CRM (i.e. Hubspot, Salesforce, Highrise, etc.) After that, you need to provide the credentials - the required information differs in each CRM platform.

Let’s say you want to add Insightly CRM, so here you need to enter your API key and hit the “Submit” button.

After you will see your unique X-API2CRM-APPLICATION-KEY.

6) Next step is to Install the SDK: you can click “Explore” to see how to use it or hit “Git Repository” to download it. SDK helps you to add/review and delete CRMs, as well as work with entities in CRM platform (i.e. lead, contact, opportunity, task, attachment, etc.)

Before getting down to your CRM integrations, explore our documentation and discover all the functionality of the API service.

Suggested Data Flows

Upgrade your solution with a competitive advantage and offer your clients seamless and secure data manipulations.

Synchronize the customer data within email marketing and CRM
Add new leads from the sign-up forms
forms
Collect extra information into customer profiles
Web forms
Contact profile updates
Group customer feedback to improve service quality
Web forms
Track every campaign in the CRM
Ensure the efficiency of pitches and follow-ups
Triggered Messages
Check reports to seize all the successful options
Campaign reports
Follow the customers’ interests and track the actionable content
Click maps
Measure the expenses and their efficiency
Revenue reports
Gather the striking emails to advance the further campaigns
Email templates
Assemble the outcomes to derive ideas for the newsletter upgrade
Newsletter results

Get Even More

Utilize filter option to any data fields under any conditions

Check Filters

Explore the API methods to generate seamless CRM integration

Supported Methods

Employ the code samples to agile the email marketing integration

Code Samples

Your time is precious, so don’t wait up and start using Data2CRM.API today! Get in touch with our expert and receive all necessary details and business roadmap.


Schedule a Call

Data2CRM.API representative will contact you at any convenient for you time and offer industry insights, service functionality details and optimal value proposition to meet your goals.

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