Summary:

This document describes how to keep your CRM platform (or other internal lead-generation / customer platform) updated with real-time information passed in from CANDDi.  

Essentially CANDDi sits as a "marketing" (or analytics) filter on top of your CRM platform.  When identified visitors (or identified companies if your platform supports this) perform pre-defined trigger actions on your website then CANDDi will capture this information and will real-time update your CRM platform with this information.  

Example:

When a Visitor first identifies themselves on your website (whether by filling on a form or clicking a link in an email) then update your CRM record for this Visitor with the total number of visits, pages viewed and duration on site so that your sales team know who is most engaged
When an Identified Visitor first visits your pricing page then you could update your CRM platform to schedule them with a call-back.

Functional overview:

Have more questions? Submit a request
Was this article helpful?
Cancel
Thank you!