Syncing Email Engagement with Your CRM Using Twirly AI

Keeping CRM records up to date is critical for accurate forecasting and personalized outreach. Twirly AI’s CRM integration automatically logs email threads as activities in platforms like Salesforce and HubSpot. This eliminates manual data entry and ensures no engagement slips through unnoticed.

Contacts and account records update in real time based on email replies and clicks. Custom field mappings allow you to capture lead status, opportunity value, and next steps. The integration supports both one-way logging and two-way sync for comments and tasks. This creates a single source of truth for sales, support, and marketing teams. Enhanced visibility accelerates deal cycles and improves customer satisfaction.

To enable CRM integration, navigate to “Integrations” in the Twirly AI dashboard. Authenticate your CRM account with OAuth and grant necessary permissions. Map Gmail threads or labels to CRM objects like Leads, Contacts, or Cases. Configure which tags or keywords trigger activity logging to avoid noise. Twirly AI logs each email as an activity record with attachments included.

You can preview synced records in your CRM before they go live. Error notifications alert you to mapping failures or expired tokens. This robust setup ensures reliable, consistent data flow between systems.

Automated logging enhances pipeline management and forecasting accuracy. Sales managers can view recent email activity timelines directly within the CRM dashboard. Support teams gain context on customer issues through synced email histories. Marketing teams can segment audiences based on engagement levels for targeted campaigns. Real-time sync supports dynamic lead scoring models that incorporate communication frequency.

Activity records feed analytics tools to uncover trends in customer behavior. Historical email data enriches customer personas and improves personalization. CRM integration turns every email into a valuable data point for strategic decision-making.

Maintaining integration performance requires ongoing monitoring and updates. Twirly AI provides a sync health dashboard displaying success and failure rates.

Set up alerts for repeated sync errors or authentication issues. Review logs regularly to validate field mappings and update schemas as needed. Use sandbox environments for testing integration changes without affecting live data.

Document integration workflows and share best practices across your team. Periodic audits ensure alignment with evolving business requirements and data models.

With Twirly AI’s CRM integration, email engagement seamlessly powers your sales engine.