CRM Integrations

CrowdEngine

hubspot

CrowdEngine and HubSpot CRM

CrowdEngine and HubSpot CRM helps improve your website marketing efforts by taking the live chat data from CrowdEngine and using HubSpot CRM to better inform your sales and marketing teams with actionable data. With the HubSpot CRM and CrowdEngine integration, you can:
Automatically create a new lead when you have a new website registration.
Record touch-points and attach them to contacts.

Leverage HubSpot

Leverage HubSpot prospect tracking.
Score leads based on interactions in order to segment and prioritize your prospects.
No programming required, just enter your HubSpot portal information into CrowdEngine and you’re ready to go.

Equity Macbook

Crowdfuning Compliance

HOW DO I GET STARTED?

The CrowdEngine / HubSpot integration is available to Pro and Enterprise HubSpot customers and CrowdEngine customers. Once you’re set up simply follow the instructions in CrowdEngine.


CrowdEngine and SalesForce CRM

CrowdEngine and SalesForce CRM helps improve your website marketing efforts by taking data from CrowdEngine and using SalesForce CRM to better inform your sales and marketing teams with actionable data. With the SalesForce CRM and CrowdEngine integration, you can:
Automatically create a new lead when you have a new website registration.

CrowdEngine

salesforce-logo

Carlton Group Crowdfunding

Leverage SalesForce

Leverage SalesForce prospect tracking.
Score leads based on interactions in order to segment and prioritize your prospects.
No programming required, just enter your SalesForce portal information into CrowdEngine and you’re ready to go.


HOW DO I GET STARTED?

The CrowdEngine / SalesForce integration is available to Pro and Enterprise SalesForce customers and CrowdEngine customers. Once you’re set up simply follow the instructions in CrowdEngine.

Document Management