ActiveDEMAND integration with Pipeline CRM
Connect Pipeline CRM to ActiveDEMAND’s marketing automation platform so leads are scored, routed and nurtured without the sales team rekeying them, and so a deal stage change can drive what marketing sends next.
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At a Glance
ActiveDEMAND is a marketing automation platform that connects to Pipeline CRM through an integration ActiveDEMAND builds and documents. Leads are ported, scored and distributed to the sales team, and drip campaigns can switch on deal stage or custom field changes. It also tracks outbound calls and supports click-to-call from inside Pipeline CRM.
Automated lead management and funnel movement
ActiveDEMAND talks to the CRM to move prospects through the funnel. Leads are ported, scored and distributed to the sales team by email, to be claimed with one click.
Automate deal stage progression
Control sales automation, email lists and lead processing. Switch drip campaigns based on deal stage or custom field changes, so a prospect who stalls gets a different sequence than one who moves. Autoresponders, web forms, surveys, templates and call tracking are part of the same platform.
Configure ideal workflows
Bridge the gap between sales and marketing by configuring the workflows that move prospects through the funnel, and see every campaign email that was opened or clicked.
Make the connection
Track outbound calls with ActiveDEMAND and click to call prospects from within Pipeline CRM, because the one thing that cannot be automated is the call itself.
Setting up the ActiveDEMAND integration
ActiveDEMAND publishes and maintains the setup documentation for this connection. It is configured from the ActiveDEMAND side, so start with their guide.