About the webCRM Integration

Synchronise data from webCRM to APSIS One - manage consent, sync contact data and automatically create activities with marketing automation. Read on to learn more about how the integration works!

Full sync & Real-time sync

There are two features that empower data transfer from webCRM into APSIS One: 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 APSIS One, 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.

How Profiles are synced

When a Profile is created in APSIS One, it will receive the customer ID as a unique identifier, and Email and SMS consent is updated according to the chosen consent mapping. 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:

The new email address will be opted-in to all Subscriptions which the old address had given consent to;
The old email address will be opted-out from all Subscriptions and lose any consent, as it's no longer in use.

What can be Synced?

Consent

Sync the freely given consent stored on a Contact in webCRM to a Profile in APSIS One. Without consent no communication can be send.

If a Contact in webCRM decides to unsubscribe or a webCRM user untick the consent box the corresponding Profile in APSIS One will also be opted-out. Read more about Consent Mapping.

Note: Map up to 100 Subscriptions.

Contact and Organisation data

With easy data mapping you decide what data should be synced.

Sync data from a Contacts and Organisations in webCRM to Profiles in APSIS One. By mapping data fields to Profile Attributes in APSIS One Profiles will be updated with data from webCRM at all times. Read more about Field Mapping.

Overviews

Or create rich Overviews in webCRM and sync them directly into APSIS One to personalise your sendings even more.

Response data

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.

Create an activity from a marketing automation flow and assign to a user in webCRM

Create a seamless connection across teams by creating activities in webCRM from any activity stored on a Profile in APSIS One. Learn how to set it up.

Setting up the Integration

Prerequisites

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

How to integrate

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

1. Enable webCRM with APSIS One with the API key.

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

3. Map data fields from the contact card in webCRM to APSIS One Attributes.

4. Map consent. Set a checkbox for the mailing list Contacts can opt-in and out to, and Map it to Subscriptions in APSIS One. (Max 100 Subscriptions)

5. Sync your data.

Need a hand? One of our great Consultants can help you set up the integration and make sure all the right configurations have been made in APSIS One. To configure the webCRM part you'll need a Consultant to set it up. Don't hesitate to reach out.

About webCRM

webCRM is an Efficy Product. webCRM is a cloud-based CRM system which provides an overview and makes it easy to organise sales.

Give the sales team a very simple tool which collects all the data on your customers. Allow them to concentrate on what they do best, which is to create strong customer relationships.

webCRM gives you the complete overview and makes it easy to plan a targeted effort that boosts sales. Read more about webCRM.