Integrate Qualifier with your CRM
Yes. There are two ways to connect Qualifier with your CRM.
1. Log emails with BCC (all plans)
Many CRMs give you a BCC address that logs any email sent to it. Add that address in Qualifier, and a copy of every email your campaigns send is logged in your CRM. See Log all emails in your CRM with BCC.
2. CRM integration (add-on)
With an integration, Qualifier reads your CRM and automatically avoids companies you're already working with, such as customers and companies with open deals or recent activity. You don't have to keep exclusion lists up to date by hand, and campaigns won't contact companies your colleagues are already talking to.
Integrations are available for:
- HubSpot
- Pipedrive
- Salesforce
- Upsales
- Lime Go
- Microsoft Dynamics
We set up integrations for you. Contact your customer success manager or support@qualifier.ai to get started. Once connected, you'll see your CRM under Settings, Company tab, Exclusions, where you can also choose how recent CRM activity must be to exclude a company (Skip companies with recent CRM activity).
Using a CRM that isn't listed? Let us know, we're open to adding more.