Knowledge Base Home Contact Lists How do I integrate my Benchmark Email account to my Benchmark CRM account?
How do I integrate my Benchmark Email account to my Benchmark CRM account?
Contact Lists Updated on September 30, 2018
This integration will allow you to sync your Benchmark Email contacts to your Benchmark CRM account. When you send a campaign from your Benchmark Email account, a report with the total of opens and clicks will generate on your CRM leads/contacts.
Note: You must have a paid CRM plan to integrate the two accounts. If you don’t have a paid CRM account, please click Here to upgrade today!
Please follow the steps below to integrate your Benchmark Email account to your Benchmark CRM account:
- Log into your Benchmark account.
- Click on your Username and select Integrations from the drop-down menu.
- Select the API Key option.
- You’ll now find the unique API key for your Benchmark account. Copy your API Key.
Now, sign in to your Benchmark CRM account and follow the steps below:
- Click on the Username.
- Select Settings from the drop-down menu.
- Scroll down, and select API Sync
- Then click on the New Sync button.
- Give your new Sync a name
- Now, choose the Benchmark integration from the drop-down menu
- Then, click on the Edit button
- Now, add your account name and paste in your Benchmark API Key. You may test the connection, by clicking on the Test Connection button.
- Finally, select the Checkmark button.Your Benchmark Email list will automatically show up below.
- Select the list you want synced with your CRM account.
- Next, choose the type of Module that these emails will identify with. Contacts or Leads.
- Select what to do with Email duplicates and then hit Next.
- Map your Fields.
- Then choose how often you would like to Sync.
- Select Active, and click on the checkmark.
You’ve successfully integrated your Benchmark Email account to your Benchmark CRM account. Your data will now be imported, please allow a few minutes for your data to appear in your CRM account.
If you have further questions on how to integrate your Benchmark Email account with your Benchmark CRM, please feel free to contact us by email, LiveChat or by phone.
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