CRM integration

Overview

CRM integrations allow you to synchronize data between your Customer Relationship Management system and Atlas, providing your support team with crucial customer information and keeping your sales team informed about support activities.

Why use CRM integration?

CRM integration serves two main purposes.

Importing CRM data into Atlas

This gives your support agents access to important customer information, such as Annual Contract Value (ACV), helping them prioritize and personalize their support.

Exporting Atlas data to your CRM

This keeps your sales team informed about ongoing support issues, which can be crucial during customer interactions like renewal discussions.

What data is synchronized?

When you connect Atlas to your CRM, the following information is typically synchronized:

Supported CRM systems

Atlas currently supports integration with:

We are continually working on adding support for more CRM systems.

Setting up CRM integration

To set up CRM integration, go to the app configuration section in Atlas and select your CRM system (HubSpot, Salesforce, or Close). Follow the specific installation instructions for your chosen CRM

Detailed setup guides for each supported CRM are available in  separate articles .

Benefits of CRM integration

Improved customer context

Support agents can see valuable customer information like ACV directly in Atlas, allowing them to provide more personalized support.

Better alignment between support and sales

Account managers can see pending support tickets in the CRM, helping them communicate more effectively with customers during sales interactions.

Centralized customer data

By syncing data between systems, you ensure that both your support and sales teams have access to the most up-to-date customer information.

Efficient workflow

Reduce the need for your team to switch between multiple systems to gather customer information.