About CRM Integration Compatibility

Administrative Permission Required

Administrative permission is required to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Zift meets you where you are working by providing integrations to leading CRMs. Contact, opportunity, and lead information is an incredibly valuable resource.

For contacts, Zift can securely pull standard contact information such as first name, last name, company, title, work phone, mobile phone, email, address1, address2, city, state, country, and unsubscribed. The contact must be active and have an email address for the data to be pulled into ZiftONE. This personally identifiable information will be secure during the integration process.

For lead distribution, ZiftONE enables visibility and tracking across the lead lifecycle. This capability allows you to automate lead distribution and easily track ongoing partner interactions with prospects, including marketing touches and pipeline activities, with real-time updates. Channel partners receive leads either via intelligent email workflows or directly within their familiar CRM and SFA systems. You can track the progress of distributed leads across the entire sales cycle all the way through to close to see the amount of revenue each lead generates. Because of this lead tracking, you may need to change the status of a lead.

Zift integrates with leading CRMs so that you can receive leads and lead activities directly into your CRM. See CRM Features and Versions for details on our supported CRMs.

  • Salesforce
  • Microsoft Dynamics CRM (2011, 2013, or 2016)
  • Microsoft Dynamics AX (2012 and later)
  • SugarCRM (6.0.1 or higher)
  • Saleslink (3.5 or higher with Zift web service installation)
  • Zoho
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