About the Lime CRM Integration

Synchronise data from Lime to APSIS One - manage consent and sync contact data.

Full sync & Real-time sync

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

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

A Full sync systematically goes through all contacts in your Lime CRM 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 Efficy Marketing, 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 Lime.

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 Lime CRM to a Profile in APSIS One. Without consent no communication can be send.

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

Contact data

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

Sync data from a Contact in Lime CRM to Profiles in APSIS One. By mapping data fields to Profile Attributes Profiles will be updated with data from Lime CRM at all times.

Campaigns & Filters

Sync Campaigns & Filters and give the Profiles a Tag in APSIS One to use for automation and even more personalised customer journeys.

Setting up the Integration

Prerequisites

On Premise

Lime CRM server 2020.2 or later.
You must be able to provide a Lime CRM application URL (this will look something like this: http://your_lime_domain.com/your_lime_application).
Webhooks plugin installed.
Consent plugin installed.
Generate a Lime API Key.

SAAS/Cloud

Webhooks plugin installed (available on premise and on demand for SAAS)
Consent plugin installed.
Generated a Lime API Key.

How to integrate

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

1. Enable Lime CRM 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 Lime CRM 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.

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 Lime CRM and APSIS One/Efficy marketing. Don't hesitate to reach out.

About Lime CRM

"A market-leading CRM for you who are searching for a holistic experience and a smarter way to conduct business. We always adapt our systems according to your needs for a simpler work day - Locally produced and delivered with love!"