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.

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

ZiftONE integrates with leading CRMs so that you can exchange data, such as synching leads and lead activity directly into your CRM, or pull contacts from your CRM to be used for marketing activities from the partner portal.

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.

For contacts, ZiftONE 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 status. The contact must be active and have an email address for the data to be pulled into ZiftONE. The personally identifiable information will be secure during the data transfer.

Integration with these CRMs is supported - see CRM Features and Versions for more information:

• Salesforce (all editions - Groups, Professional, Enterprise, Unlimited)
• 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

ZiftONE also provides an Automatic Nightly Lead Export option, for partners using a different CRM. For more information, see Set up Automatic Nightly Lead Exports.