CRM Integration

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Written By Camille Felappi

CRM integration connects the configurator to your CRM system to sync live pricing data and capture user-submitted configurations in real time. This ensures consistent, up-to-date information within your CRM as a single source of truth. It streamlines follow-ups, quotes, and order tracking by giving sales teams direct access to detailed configuration records alongside customer data. Works with systems such as Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, and Oracle CX Cloud.

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