CRM Sync for Smarter Customer Management

Integrate your CRM with the tools you use every day for sales, marketing,

scheduling, legal, and project management using our Unified API

Integrate your CRM with the tools you use every day for sales, marketing, scheduling, legal, and project management using our Unified API

Integrate your CRM with the tools you use every day for sales, marketing,

scheduling, legal, and project management using our Unified API

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Why is CRM Sync Necessary?

CRM Sync unifies customer data that is currently spread across multiple business systems, such as email marketing tools, scheduling apps, legal document tools, and more. It solves this problem with its Unified Data API, which centralizes your data in one place. By automatically updating customer records across every connected application, CRM Sync ensures that sales teams, marketing agencies, and support staff always work with the latest data sets. This means fewer manual updates, fewer errors, and more time to focus on growing your business.

Spotlight on

CRM Sync Features

Tartan CRM Sync solution, powered by Unified API, offers a suite of innovative features designed to simplify integration and boost efficiency.

Real-Time Data
Synchronization

Our Unified API ensures that every update in your CRM is instantly reflected across all connected tools, from scheduling apps to legal platforms, keeping your data consistent at all times.

Unified
Customer View

Consolidate data from your CRM, Project management software, marketing tools, and more into a single, easy-to-navigate dashboard. It enables a unified view, which ensures you never miss critical customer updates.

Customizable
Data Mapping

Configure how data fields from your CRM align with those in external systems. With our Unified API, the mapping becomes simple and flexible, ensuring accurate and efficient data flow between applications.

Automated
Workflow Triggers

Set up rules that automatically trigger actions across platforms. Whether you’re sending rewards through the employee benefits platform to nurture prospects or initiating follow‑up tasks, CRM Sync makes automation effortless.

How Does

CRM Sync Work?

Streamlined Integration Made Simple with a Unified API CRM Sync operates as the central nervous system for your customer data by leveraging a Unified Data API to connect your CRM with various tools. Here’s how it works:

Seamless Connection Setup

Connect your CRM system using our intuitive, Unified Data API‑driven console or integrate via our developer-friendly SDK with no extensive technical expertise needed.

Data Mapping & Customization

Define how customer data fields correspond between your CRM and external systems with simple, customizable mapping, ensuring accurate, consistent information flow.

Automated Data Exchange

As soon as a customer record is updated in your CRM, CRM Sync’s Unified API automatically pushes the changes to all linked applications, from scheduling and legal tools to marketing and financial platforms.

Real-Time Monitoring & Alerts

Monitor your integration’s performance with live dashboards and notifications. This will ensure continuous data accuracy and make you immediately aware of any syncing issues.

Secure & Compliant Data Handling

CRM Sync includes built-in security measures and compliance protocols, ensuring that your data remains safe as it travels between systems.

Real-Time Monitoring & Alerts

Monitor your integration’s performance with live dashboards and notifications. This will ensure continuous data accuracy and make you immediately aware of any syncing issues.

Secure & Compliant Data Handling

CRM Sync includes built-in security measures and compliance protocols, ensuring that your data remains safe as it travels between systems.

Mode Of

Mode of

Deployment

No-Code (Console)

Our intuitive console is perfect for teams without a technical background. It is powered by a Unified Data API that allows you to set up and manage integrations quickly and easily without writing any code.

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SDK Deployment

For developers needing more control, our robust SDK leverages the Unified API to enable advanced customization and deeper integration, tailoring CRM Sync to your specific needs.

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Unlock Tangible Business Value with Our

Unlock Tangible Business
Value with Our

Unified API-Driven Solution

Enhanced Operational Efficiency

Automate data updates across platforms with our Unified Data API, reducing manual tasks and allowing your teams to concentrate on strategic growth.

Accurate and Timely Data

Real-time synchronization via CRM Sync ensures every department always has the most current customer information, eliminating errors from manual entry.

Improved Sales Performance

Integrate performance management tools for your sales team to easily track and analyze individual performance.

Boosted Customer Engagement

Seamlessly nurture prospects and reward employees through integrations with employee benefits platform, creating a more engaging and satisfying customer experience.

Cost-Effective Scalability

As your business expands, CRM Sync scales effortlessly to incorporate new tools, whether marketing automation platforms, financial planning apps or project management systems, without extra complexity.

Streamlined Compliance & Security

With advanced security features built into our Unified Data API, confidently share data with legal tools like DocuSign while ensuring strict compliance and robust protection of sensitive information.