Why should I connect my CRM to Zift123?

While Zift123 can be deployed independently, integrating it with your existing infrastructure can enhance the impact and value of the total solution. To streamline integration, Zift123 has pre-built connectors to many third-party CRMs, including Salesforce, Microsoft Dynamics, Sugar CRM, and others.

What's the value of connecting your CRM to Zift123?

  • Automatically sync lead information to your existing CRM
  • Save time on data entry
  • New Zift123 activity is added to synced CRM leads
  • Provide more insight to salespeople for lead follow-ups
  • Pull contact lists/lead lists to Zift123

What information is synced?

  • Leads
  • Zift123 Activities

What information is shared with your supplier?

  • Unique leads are NOT shared with your supplier
    • Vendors do not see ANY lead contact information
  • Distributed leads ARE shared with the partner
    • Sales visibility, lead profile data, and marketing activities
    • Activities associated with leads

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