Enrich member profiles and personalize engagement with contact data from your CRM platform.
An Alida CRM Integration will automatically update Profile Variables with data from contact records in your CRM platform. As Profile Variables, this data can be used for targeting, filtering, and customizing member communications. Profile Variables are also made available to the Rule Engine in Alida CXM.
To install, please contact your Alida Customer Success Representative or open any CRM integration in App Center and click Learn More.
If you wish to integrate your CRM platform with Alida in other ways, we'd love to hear it! Please inform your Alida Customer Success Representative, who will arrange a discussion with the Product Management team.