For marketers

Want to know how the combination of APSIS One and webCRM can improve your sales and marketing? Catch up on common use cases for CRM integrations and learn about the features of this integration.

Use cases for CRM integrations

Prerequisites

For developers

Will APSIS One and webCRM be a perfect match for you? Find out by learning more about the system prerequisites and how the installation process works.

Prerequisites

How do you integrate?


About APSIS One's webCRM Integration

The webCRM Integration for APSIS One enables you to utilise all the data from your CRM in any channel connected to your APSIS One account.

By setting up the webCRM Integration you will be able to synkronise data from your CRM to APSIS One Profiles.

Mapping data fields in your webCRM account to Profile Attributes and Channel Consent in APSIS One, allowing for unified and synchronised Profile data in your APSIS One account. Or create rich Overviews in webCRM and sync them directly into APSIS One to personalise your sendings even more.

Campaign Response Data such as Open, Click, Bounce, Unsubscribe, Sent, Delivered will be sent back to the CRM keeping your data hygiene to a high level.

There are two features that empower data transfer from webCRM into your APSIS One account: Real-time Sync and Full Sync.

A Real-time sync takes place whenever a contact card is created or updated in webCRM. This results in a corresponding Profile being updated or created in APSIS One, matching the state of the contact in the webCRM.

A Full sync systematically goes through all contacts in your webCRM account and either creates a new Profile in your APSIS One account, or updates the existing Profile data. We recommended using this feature after setting up your initial mappings, or when you intend to sync new mappings.

What comes after the sync? Syncing your customer data into APSIS One Profiles is great for a comprehensive overview of your platforms... But, without Consent Mapping, you can't communicate with your customers! Make sure to set up the Consent Mapping for both the Email and SMS channels. Read more here...

When a Profile is created in the APSIS One account, it will receive the customer ID as a unique identifier, and Email and SMS consent is updated accordingly. All data is written through webCRM.

If a Real-time or Full sync detects a new email address for a Profile, the following will take place:

1. The new email address will be opted-in to all Topics which the old address had given consent to;

2. The old email address will be opted-out from all Topics and lose any consent, as it's no longer in use.


How do you integrate?

Here's a summary of the process of integrating webCRM with your APSIS One account. Click to jump right to a section in the article for a more detailed run-down.

1. Enable webCRM with your APSIS One account.

2. Add Sync Conditions in case you only want a subset of your profiles to be synced with your APSIS One Section.

3. Map from your contact card in your webCRM account to APSIS One Attributes.

4. Set a checkbox for the topics you use, and Map the Consent lists and Topics to your subscriptions.

5. Sync your data!

One of our great Consultants will help you set up the integration and make sure all the right configurations have been made in webCRM and APSIS One.


Prerequisites

In order to integrate webCRM with your APSIS One account all you need is an API key - nothing else is required.

Login into webCRM and find the API key under Integrations and API.

About webCRM

"webCRM is a cloud-based CRM system which provides an overview and makes it easy to organise sales. Because webCRM's mission remains unchanged a good CRM system is still one that is being used every day "

Read more on webCRMS's website.


What's next?

Did this answer your question?