In this blog, Data Product Manager Nippun Goyal and Product Operations Specialist Aiden Adema highlights how Citylitics integrates with popular CRM systems like Salesforce, HubSpot, and Dynamics 365. By embedding Citylitics’ insights into your CRM, your sales team can quickly act on high-quality leads, streamlining processes and maximizing efficiency.
The Power of CRM Integration with Citylitics
Citylitics’ integration into your CRM transforms how your team interacts with sales data. Instead of manually searching for insights, your sales team will have instant access to valuable information right within their CRM. Here’s why it matters:
- Immediate Access to Actionable Data
With Citylitics integrated into your CRM, your sales team can quickly tap into critical insights about leads and opportunities within their regular workflow. This minimizes delays and helps your team focus on the most promising prospects. - Tailored Integration for Your CRM
Citylitics offers flexible integration options that fit the unique configuration of your CRM system. Whether you need our expert data mapping support or prefer a self-service option, Citylitics ensures that data flows smoothly into your platform. - Comprehensive Lead History
By importing Citylitics insights into your CRM, we will maintain a reference of interactions and insights about prospective customers for you. This avoids duplicate reviews, allows for more informed follow-ups and faster outreach.
CRM Platforms Supported by Citylitics
Citylitics offers a wide range of integration options to suit different CRM systems, providing direct sync capabilities for:
For CRMs that don’t support direct sync, Citylitics uses Google Sheets integration to extend support to:
Even if your CRM isn’t listed here, any system that can import CSV files can still leverage Citylitics’ data through Google Sheet sync.
Integration Models: Tailored to Your Needs
Citylitics understands that every business has different needs when it comes to integrating new tools. To ensure smooth implementation, we offer two distinct integration models:
- Self-Service Integration
For businesses with a straightforward CRM setup or in-house CRM management, this option allows you to control the data import process:- Export data directly from the Citylitics Intelligence Report Dashboard.
- Modify and map CSV files to fit your CRM’s format.
- Get up and running quickly, with the first data load available within one week of data being published.
- Citylitics-Assisted Integration
If your CRM system has more complex configurations or custom fields, Citylitics offers full-service data mapping:- A dedicated data team manages the integration, mapping critical intelligence fields to your CRM schema.
- Data integrity checks and custom file creation ensure error-free imports.
- Full support during and after the integration process, with the first data load delivered in 2-4 weeks.
Data Security and Sync Management
We know that data security is critical, especially when dealing with sensitive customer information. Here are the answers to some common security concerns:
- Will Citylitics have access to our CRM data?
No, Citylitics only has access to the data we provide for syncing. Your existing CRM data remains entirely secure. - Is the data encrypted during transfer?
Yes, data is encrypted using our data cloud’s server-side encryption, protecting your data throughout the sync. - Who manages the sync and access to data?
Citylitics has a dedicated Product Integrations Team responsible for setup, monitoring, and ensuring that data flows securely to your CRM. Only Citylitics authorized personnel have access to sync administration tools.
Ready to Enhance Your Sales Process?
Citylitics offers a powerful way to supercharge your sales process through CRM integration. Whether you prefer a hands-on approach or need expert guidance, Citylitics is here to help you every step of the way. Start making the most of your CRM today by integrating Citylitics insights and empowering your sales team with the tools they need to succeed.
Contact us to learn more about how Citylitics can streamline your CRM integration and help you stay ahead of the competition.