CRM-to-Email Automation
Connect your CRM to your email platform: sync contacts, trigger campaigns from deals, automate follow-ups.
About This Service
We build the automation between your CRM and email tool: sync new contacts, trigger email sequences from deal stages, update CRM records from email engagement, and handle two-way data flow.
Deliverables
- CRM-email sync configured
- Contact sync working
- Deal-triggered emails set up
- Two-way data flow verified
Included
- Bi-directional sync
- Up to 3 trigger automations
- Contact mapping
- Testing and verification
Not Included
- CRM or email platform setup
- Custom field creation
- Ongoing sync monitoring