Checkpoint Marketing for Law Firms
CRM Connectors

Integrate your email database
with your CRM system

Our Checkpoint Marketing email newsletters and email radars keep you consistently top of mind with clients, prospects and referral sources. CRM Connectors enhance that communication by allowing you to track key data, such as reader interest in newsletter articles, from within your Customer Relationship Management (CRM).

Track prospects’ interest in your products and services by monitoring and assigning click activity through your CRM. Leverage the power of your email database and marketing efforts to identify more leads and close more business. Cultivate the leads generated through your Checkpoint Marketing email newsletter by working directly in your CRM. Integration occurs seamlessly and automatically in three ways:

  • Contacts are sent from your CRM and updated in your Checkpoint Marketing database
  • Click activity is transferred from Checkpoint Marketing for follow-up through your CRM
  • Unsubscribe requests are collected and flagged in both programs

BizActions is currently integrated with NetSuiteSalesforce and Microsoft Dynamics.

View these 2-minute videos to see exactly how the integration works with the CRM program you use:

BizActions Integrates With SalesForce
BizActions Integrates With Microsoft Dynamics
BizActions Integrates With NetSuite

 

Don’t see your firm’s CRM listed here? Contact us. We are integrating additional CRM Connectors all the time.

CONTACT US
Call us at 866.240.8477 to discuss all of your lead nurturing, email marketing and business development needs.