Seeking a multi-client CRM to work with CM

Hi team,

In most cases it makes sense that an integration from CM to a CRM would connect to only 1 CM client.

I, however, need my CRM to see all clients because the team working out of the CRM works for all clients, not just one.

Anyone have a suggestion for me on a CRM that works with all CM clients and not just one?


roshodgekiss roshodgekiss, 4 years ago

Hi there IDSTM, this is certainly something - I test new integrations here and to my knowledge, haven't come across one that syncs data with more than one client account at a time. Really, I have no idea why this hasn't been done.

My advice would be to see if you can create multiple "Zaps" with a service like Zapier - they provide connectors for us and a variety of CRM apps.

Each zap should in theory be able to sync data with a separate client account. Let us know how you go with this one, it's certainly provided food for thought for us!

Get in touch with us on Twitter:
We're also on Facebook:

See why 200,000 companies worldwide love Campaign Monitor.

From Australia to Zimbabwe, and everywhere in between, companies count on Campaign Monitor for email campaigns that boost the bottom line.

Get started for free