ISN Integration w/Custom CRM (Core Inspection Group)
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Rob Battle
We need to integrate our customized CRM with ISN. Our CRM allows us to follow up with agents that we meet. In order to better understand where our business is coming from we need to see when agents that are entered into the CRM schedule inspections. This will give us conversion data. Core Inspection Group
ISN Product Management
Hello Rob Battle! I have a few more questions for you:
- Can you provide more details about the specific data points you want to track from ISN to your CRM?
- Are there any specific actions or events in ISN that should trigger data transfer to your CRM?
- Do you have any specific requirements or constraints regarding the frequency or timing of data synchronization between ISN and your CRM?
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Rob Battle
What is most important is the ability to know when the contact has scheduled an inspection. It will allow to track which form of advertisement is working best.