CompanyHub + Macanta Integration

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CompanyHub - Macanta integration, anytime a new CompanyHub contact is created, an Macanta contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

In CompanyHub, when you create a contact, it automatically creates a task in Macanta for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Automatically creating Macanta contact records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

When Record created(Custom Table) in CompanyHub then Create contact in CompanyHub and Create or Update a Contact in Macanta

When Record created(Custom Table) in CompanyHub then Create or Update a Contact in Macanta and Create contact in CompanyHub

When Record created(Custom Table) in CompanyHub then Create or Update a Contact in Macanta and Create or Update a Contact in Macanta

When Record is updated in CompanyHub then Create contact in CompanyHub and Create or Update a Contact in Macanta

When Record is updated in CompanyHub then Create or Update a Contact in Macanta and Create contact in CompanyHub

When Record is updated in CompanyHub then Create or Update a Contact in Macanta and Create or Update a Contact in Macanta