ActiveCampaign Forum

Which 3rd party CRMs integrate well with AC?


#1

Hi everyone,

I’m starting to look at various 3rd party CRM solutions that integrate well with AC (I’ve seen the huge number of available CRM integrations on ACs app page). I’m aware that AC has it’s own CRM, but I’m not convinced I want to go that route (not sure I want to get locked into the higher price point and not sure I want to put all my eggs in one basket). I do recognize the importance of integration though. We’re a small company with a very small marketing and sales department, so budgets are pretty tight. I’m considering these CRMs (I’m open to others): Contactually, Nimble, OnePageCRM, Pipedrive, ZohoCRM, and SugarCRM. One of the important factors in selecting a CRM will be the ability to only have selected contacts count against my AC contact limit, so I’ll likely need to be able to do something like only add contacts with an IntegrateWithAC” tag/flag set. Another important factor is that I don’t want to have to use Zapier. Any thoughts or recommendations? Thanks guys!

David


#2

Hi David,

Which CRM solution did you end up going with?

I understand your concerns about not wanting to move up to the higher price tier, but there are a lot of advantages to having your CRM tied together with your email marketing and marketing automation. All the automation tools can be used to create an automated pipeline. You can leverage Lead & Contact scoring to identify your best opportunities based on how they’re interacting with your campaigns and website and then create deal records for your best leads. Basically you can do a lot of things that aren’t possible when you integrate with another solution.


#3

@viewpointsystems @viewpointsystems1

For your situation I would recommend an integration with PieSync as we integrate with all of the CRMs you mentioned. You’ll be able to create a 2-way contact sync between your CRM and AC. You have a choice of syncing all contacts, or selecting only a segment of your CRM, filtered by tag/contact group (CRM dependant). Here is a list of available integrations with AC.

As Brian, Im also curios which CRM did you choose at the end?

Let me know if you require any additional help/info.
Grega


#4

Love to hear too - I’m doing some CRM stuff w/AC and some of basic function just isn’t there.


#5

what is missing in your opinion ?


#6

Most CRM’s are designed to deal with the "traditional’ types of business and not online only - which is where AC has shown to be super effective. But missing the types of functions that ‘traditional’ business are some part style and some part function. I do really like the overall view of the CRM but some of the ‘custom field’ field features that have been around forever just seem to be left out.

Most companies need the ability to track where leads come from and report on them. Rather than just a ‘tag’ a dynamic field that be added. Yes companies get referrals from people, websites, etc and if you run some type of services business you are not going to use an affiliate tool like iDevAffiliate.

Some simple way to tie contacts/companies together. This has been around since the early days of Act and all the other PC based.

Custom Reporting - drag & drop reports, by date, source, referral, etc. If you are serious about serving that community someone needs to have a simple way to know what’s going on. Certainly if you manage multi-reps the current views are just not very useful at all.

Like I have said in previous posts, the automation/email engine is outstanding - especially since we can add all kinds of logic to what message to send to who and when. Imagine if a 30M Manufacturer could actually combine their activity with the visibility needed for anything beyond 1 person. Hope this helps and happy to share anything I have. I would send my Act2000 but I lost my floppy disks. :slight_smile:

Keeping your tool accessible and powerful is the key!


#7

Hi everyone,

We’ve actually not selected a CRM yet. I’m just looking ahead for options. As newline360 mentions for his scenario, we are also a “traditional” business where both online and offline activity and lead sources are relevant. We’re actually a technical B2B company that provides custom services. I’ll probably start looking in more detail in the next few months. IMHO AC should consider providing use of their CRM with the base level plan, as I don’t believe the CRM is the hard part (not trying to insult anyone if I’m wrong :slight_smile:) , and it could drive more adoption as a one stop shop for marketing automation + CRM for SMBs.


#8

We have loved using Pipedrive honestly. It’s great. Haven’t used the CRM in ActiveCampaign yet, mostly because there’s no reporting. I need reports on deal flow and win/loss percentages, etc.


#9

Improved Deals reporting coming very soon. I’ll try to remember to post an update to this thread when it’s released. Best way to stay on top of feature releases is to subscribe to our blog.


#10

Do you have Pipedrive integrated with AC? If so, can you comment on benefits and challenges of having them integrated? Thanks!


#11

You can integrate AC to major CRMs (Salesforce, Dynamics CRM, Zoho CRM, SugarCRM, Netsuite, Pipedrive) with the help of Skyvia. Here you can find more info about it - ActiveCampaign Marketplace (https://www.activecampaign.com/apps/skyvia) or visit Skyvia’s site (https://skyvia.com/).