5 Ways to Integrate iFOLIO with CRM
Automate iFOLIO Outreach into any CRM System
Save time logging outreach with iFOLIO’s Reverse CRM® technology and automate data entry into any CRM service. iFOLIO is CRM-neutral, and supports data entry in five ways. iFOLIO is also compatible with Salesforce CRM out-of-the-box.
Learn how to automate your iFOLIO outreach & marketing into your lead & contact records.
1. Direct integration via API
2. Push into out-of-the-box CRM with blind copy fields
3. Push into CRM with opportunity integration
4. Pull into CRM with Dashboard Download CSV sheets
5. Custom API Integration into your CRM system
1. Direct Integration via API
1. Find your account API Key
You can find your iFOLIO account API key from the Admin Dashboard at admin.ifolio.cloud.
Click on Settings on the left menu, and scroll down to "External Integrations". Click "Create API Key" if you don't have one, and enter a description for the key.
2. Use your API key with Zapier or other automation software
Copy & paste your iFOLIO API Key into Zapier or another automation software to automatically connect your iFOLIO account to external services.
2. Push into CRM with BCC fields
1. Find your CRM's BCC email
Open the share window in your iFOLIO page, and paste your CRM's email entry address into the BCC field. This will be saved for future shares until you remove it.
Learn how to send an iFOLIO share 1-to-1 or in a group, via text message or email, and track individual engagement analytics:
3. Push into CRM with Opportunity Integration
Enter Opportunity ID into iFOLIO 1-to-1 Share or Group Share Micro-Campaign
Enter the ID from the last portion of a Salesforce opportunity URL into the SF Opportunity ID field to automatically assign your iFOLIO share to that opportunity.
Learn how to send an iFOLIO share 1-to-1 or in a group micro-campaign, via text message or email, and track individual engagement analytics:
4. Pull into CRM with Dashboard Download CSV sheets
Download Shared Stats CSV spreadsheet from iFOLIO
iFOLIO's Analytics Dashboards include a Shared Stats CSV download of all outreach, sends, recipients, contact info, deliverability, opens, time on page, clicks on links, and more. You can download the Shared Stats of any iFOLIO page or any mass campaign.
To download from an iFOLIO page:
- Open the iFOLIO page you'd like to download Shared Stats from.
- Click on the Analytics button in the top of the page, and click the "Shared Stats" tab.
- Click "Download CSV" at the bottom of the page to download the spreadsheet of all outreach from this page.
To download from a Mass Campaign:
- Open the "Campaigns" tab from the iFOLIO Admin dashboard.
- Click "Campaign Analytics" and open the analytics for the specific campaign you'd like to download.
- Scroll to the bottom and click "Download" in the Shared Stats section to access the CSV of all mass campaign recipients.
Upload the CSV file to your CRM system to automatically enter the outreach/campaign data.
You can include donor or member IDs when you send iFOLIO micro-campaigns and mass campaigns, and these IDs will be included in the Shared Stats download for automated records matching.
5. Custom API Integration
Custom-built API Integration
In addition to the methods above, iFOLIO's team can build a custom API integration to your CRM system. Contact us today to get a demo and learn more!
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com