CRM Integration with Citylitics: Streamlining Your Sales Process

Enhance Your CRM with Citylitics Insights

Integrating Citylitics’ insights into your Customer Relationship Management (CRM) system is a powerful way to optimize your sales process. By seamlessly connecting Citylitics data with your CRM, such as Salesforce, HubSpot or Dynamics 365, your sales team can act swiftly and effectively on valuable leads. Whether you choose a direct sync or a Google Sheet sync, Citylitics supports a range of CRM platforms to ensure smooth integration.

Benefits of CRM Integration

• Quick and Efficient Lead Management: Directly importing Citylitics insights into your CRM allows your sales team to access actionable data without delay.
• Customized Data Mapping: Citylitics’ data team provides expert support to map all Intelligence Report fields to your CRM, ensuring accurate and efficient data usage.
• Flexible Integration Options: Choose between a Self-Service Model or a Citylitics-Assisted Data Mapping Option to match your CRM configuration and internal resources.
• History of shared insights: Importing insights into your CRM, there will be a record of which insights were used with prospective customers, and when.

Supported CRM Platforms

Citylitics offers direct sync integration with popular CRM platforms, including:

• Salesforce
• HubSpot
• Dynamics 365
• Airtable
• Google Sheets
• Deltek
• Pipedrive
• Infor

Additionally, Google Sheet Sync can be used for integration with:

• SAP CRM
• NICE
• Genesys
• Ontraport
• Zoho CRM
• Adobe Target

Don’t see your CRM system above, don’t fear.  Basically, any CRM which supports creating a new record via a CSV import can be supported using Citylitics Google sheet integration.

CRM Data Loading Options

1. Self-Service Model

Ideal for clients with simple CRM configurations or in-house CRM administration capabilities. This option allows you to manage the data import process independently:

• Direct Export: Export data directly from the Citylitics Intelligence Report Dashboard.
• CSV File Manipulation: Customize the flat file to match your CRM’s import requirements.
• Fast Data Availability: Receive your first data load within one week of data availability on the dashboard.

2. Citylitics-Assisted Data Mapping Option

Best suited for clients with complex or customized CRM schemas, this option provides comprehensive support for integrating Citylitics data into your CRM:

• Expert Data Mapping: Citylitics’ data team maps all required intelligence fields to your CRM schema, handling data transformations, cleaning, and logic programming.
• Integrity and Testing: Includes datatype integrity checking, testable loading file creation, and dedicated data analyst support.
• Timeline: Expect your first data load within 2-4 weeks.
• Customized Support: Tailored to ensure smooth initial loading and ongoing data integration.

Sync Data Security – Frequently Asked Questions (FAQ)

Q: Will Citylitics have access to extract or export any of our Salesforce data?
A: We do not have access to any of your data. Through our connector we will only have access to the Google Sheet.

Q: Is the data encrypted in transit?
A: Yes, data is encrypted using the cloud provider’s’ server-side encryption, protecting your data throughout the sync.

Q: Who has access to the sync administration & Google Sheet?
A: We have a dedicated Product Integrations Team that is responsible for setup and monitoring of any syncs. Only they have access to the data connector and Google Sheet that contains the Opportunity data.

Get Started with CRM Integration

Citylitics is committed to ensuring that your CRM integration process is smooth and effective. Whether you’re managing the process in-house or need full-service support, we’re here to help. Contact us today to discuss your CRM integration needs and start making the most of your Citylitics insights.