Introduction to CRM integrations

  • Updated

The Optimizely Campaign CRM integrations lets you manage campaigns and select leads and contacts as in your CRM system, and work with mailing creation and dispatch in Optimizely Campaign. You can send personalized content and measure campaign performance directly in CRM, and based on the data, design multistage and re-mailing campaigns.

See the CRM integration guide for an introduction to working with Optimizely Campaign and CRM systems.

CRM systems

Theme Integration Microsoft Dynamics CRM Salesforce SAP
DOI Round-Trip Automatic synchronization of unsubscribes ✓ ✓ ✓
Send DOI ✓ ✘ ✘
Import DOI ✓ ✓ ✘
Multiple DOI per entity ✓ ✓ ✓
Flexible DOI mapping — Multi client mapping ✓ ✓ ✓
Campaigns Selections in CRM ✓ ✓ ✘
Start campaign ✓ ✓ ✘
Assign Optimizely Campaign reactions ✓ ✓ ✘
Transmission of custom fields ✓ ✓ ✓
Recipients Synchronization of recipient lists ✓ ✓ ✓
Use Marketing Automation ✓ ✓ ✓
Use Smart Campaigns functions ✓ ✓ ✓
Custom fields ✓ ✓ ✓
Admin Flexible client mapping ✓ ✓ ✓
Scalability ✓ ✓ ✓
Support newest versions ✓ ✓ ✓
Full featured admin interface ✓ ✓ ✘
Messaging Send transactional-mails ✓ ✘ ✘
Omni-channel support (E-Mail, SMS, Mobile Push) ✓ ✓ ✓
Bounce management ✓ ✓ ✓
Platform specific Support PersonAccounts (Salesforce) ✘ ✓ ✘
Support B2B und B2C (SAP CRM) ✘ ✘ ✓
Support managed packages ✓ ✘ ✘