Introduction to CRM integrations
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 | ✓ | ✘ | ✘ |