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?

Thanks,
Kyle

roshodgekiss roshodgekiss, 3 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!


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