We provide a variety of ways for you to sync your CRM data to Delivra. Regardless of the method you choose, we recommend you send as much data as possible to Delivra so you have more flexibility in targeting your contacts. You can:
- Manually upload CSV data files into your account.
- Drop CSV files on our SFTP server for processing and get response files.
- Develop to our APIs.
- Utilize our Salesforce and/or Zapier integrations.
- Use a platform integrator that provides sync capability with hundreds of software applications.
Depending on how you plan to sync your CRM data, you may need to coordinate with Delivra Support or your internal teams to get the data sync set up and tested. Email our Client Success team to get started.