Create new opportunities to your CRM workflow and ensure your prospects are contacted by integrating Vainu with other platforms.
Make sure that the information is where you need it the most by using the build-in integrations in Vainu or creating your own using Zapier or our API. Watch a video and discover how you can start capitalizing on your CRM data in sales prospecting.
Why should I export information from Vainu to CRM? 🤔
We all know how important it is to have enough opportunities in your CRM, and how annoying it is to fill all the data manually. Vainu's CRM integrations are built so that you can transfer all the great prospects from Vainu to your own CRM, and then continue the work following your own sales process.
From a sales directors point of view, this also enables you to follow how many opportunities your sales people have in their pipeline, as well as guide them to use your standardized processes to manage their sales pipe. For a marketing director, on the other hand, transferring interesting contacts to your CRM, helps in building your contact base.
How integrations can make your sales process more effective? 💎
Vainu's built-in integrations help you to:
- Reduce manual work
- Combine data from different platforms for maximum effect
- Focus your activities on the most potential cases
- React faster to interesting signals.
When you use Vainu's integrations, you can set up a workflow that fits your sales process and have the crucial information where you need it the most. Integrations can bring terrifying images into your mind about time-consuming and expensive projects, but don't worry, this is not the case with these built-in integrations!
Integration Options ⚙
You can see a list of all the integrations to social media platforms and CRM systems, that are included in your contract from settings.
- Click the User icon on the top right corner
- Click Settings
- Click the Subscriptions & Integrations tab
- You will see all possible extra features and integrations here. If a features has “Active” or “Connect” or “Settings” below the option then it’s included in your license.
1. CRM platforms
Vainu's integrations are super powerful in streamlining your sales process and making sales prospecting as efficient as possible. Capitalize on your CRM data by discovering new sales opportunities from open, won or lost deals and keep your data up-to-date by exporting company information to your CRM. Contact your Account manager to activate CRM integration on your contract. Available for Salesforce, Microsoft Dynamics 365, Pipedrive, Upsales, Lime, SuperOffice and HubSpot CRMs.
Salesforce integration allows you to customize what data is exported from Vainu to Salesforce. To use the Salesforce Integration you need Vainu Salesforce license and also Salesforce REST API needs to be enabled on your Salesforce accounts.
B) Microsoft Dynamics 365
Dynamics integration allows you to customize what data is exported from Vainu to Dynamics.
Upsales integration allows you to export default fields to Upsales. Export fields can not be edited.
SuperOffice integration allows you to export default fields to SuperOffice. Export fields can not be edited.
Advanced Pipedrive integration
Pipedrive integration allows you to export default fields to Pipedrive. Export fields can not be edited.
The two-way integration enables you to bring out the fullest potential of your own CRM data and helps you focus your time on the most potential companies. You have the possibility to filter companies according to the owner, latest contact, number of lost/open/won deals in Pipedrive and export company information to Pipedrive.
How to set up the advanced integration
HubSpot integration allows you to customize what data is exported from Vainu to HubSpot.
Complete the company information in HubSpot by bringing in information from Vainu! It is possible to export companies, deals or contacts directly from Vainu into your desired pipeline and stage. You can choose which information you want in HubSpot and in which specific field that information should appear.
If you love Zapier like we do, take a look at some of the workflow options for HubSpot and Vainu: Automatic workflow for HubSpot
G) Lime CRM
Lime On-Premise integration allows you to customize what data is exported from Vainu to Lime.
This integration is set-up and managed by Lime. Please check the article about connecting Lime On-Premise to Vainu. Lime integration
Vainu is not responsible for managing the Lime integration.
2. Social Media Platforms
When you connect your Gmail account, Vainu creates a static prospect list out of the companies in your Gmail contacts. This is an excellent way to keep track of the companies you are having some sort of discussions with and saves you the time of importing a list manually to your saved static list.
With our Slack integration it is possible to spread interesting Vainu buying signals by exporting them to a specific Slack channel. You can also automate signal flow into Slack from "Reports".
NB! Only an owner of your Slack channel can do the connection for the first time. Afterwards any user can connect Vainu to Slack.
3. Other options
With Zapier you can create very complex and useful workflows through almost any application with just a few clicks. Zapier moves information between your applications automatically so that you can focus on more important matters. Please note that Zapier connection requires access to Vainu's API, which is not included in all contracts.
For more intensive use of our data we have an API as additional feature. This enables you to bring massive amount of Vainu information to just about any platform you are using. You can find our documentation here.
Vainu webinar: Benefitting from Vainu's CRM integrations
💬 Should you have any questions, please contact us through the chat in the bottom right corner or by sending an email to email@example.com