We want integrating with your CRM partner to be as simple as possible. This guide explains the terms you will come across during the process, so that your integration can be set up quickly and efficiently.

How does Force24 connect to my CRM?

  • CRM: This refers to your chosen CRM partner.
  • CRM Connector: Force24 connects to CRMs using a CRM Connector, which allows a fast and simple connection. New connectors are being developed all the time to keep up with the constant innovation of CRM platforms.
  • API: Short for Application Programming Interface. This is a window provided by your CRM provider that we use to gain access to your data.
  • API key: A token generated by your CRM that allows programmatic authentication into your data. This is always issued by your CRM provider.
  • Secure Connection: We establish a secure connection to your data so that you remain GDPR compliant at all times.

How can my contacts be synced?

  • 1 Way Contact Sync (CRM to Force24): A simple data exchange that keeps your CRM contacts in sync with the contacts held in Force24. Actions performed on contact information in your CRM are replicated in the Force24 database.
  • 1 Way Contact Sync (Force24 to CRM): A simple data exchange that keeps your Force24 contacts in sync with the contacts held in your CRM. Actions performed on contact information in Force24 are replicated in your CRM.
  • 2 Way Contact Sync: A two-way synchronisation of your data, where changes made in either platform are mirrored in the other.
  • Segment/List based Sync and Full Sync: With a Segment/List based Sync, only contacts that meet specific criteria, such as membership of a Segment/List, are synchronised with Force24 or your CRM. With a Full Sync, all contacts in either system are paired and synchronised.

What data can be synced?

  • Contact Information: Data held on the contact object, such as Name, Address, Age, Company and Lead Score. These items have a one-to-one relationship with the contact. It does not include activity information, such as emails opened or clicked.
  • Other CRM objects: Objects outside of contacts, such as call backs, opportunities and tasks, may also need to be mapped to give a better user experience.
  • Data processing: Sometimes data needs to be converted into a usable format during an integration. For example, a contact Status of Customer may be stored in the CRM database as the value “1”. This can be processed into the meaningful value “Customer” in the Force24 database.

Who manages the integration?

A Managed Integration is managed by the Force24 team to ensure accuracy and consistency. This is used where a requirement involves data processing, other CRM objects or new CRM Connectors.

Managed Integrations can't be edited

To keep things simple for all users, a Managed Integration is not directly editable in the Force24 platform. Reach out to your account manager if you'd like changes made.

How can I use my CRM data in Force24?

  • Triggering: Force24 can be set to trigger a contact into a Journey when a data value is present. Triggering can be done from any data value, and the value does not need to be “human friendly”. For example, it can be in code format.
  • Personalisation: Your data can be used to personalise an email or SMS. To do this, the data must be stored in a single field so that it can be called in the message.