CRM data


Empower your sales teams and bolster business growth with holistic insights.

Get closer to customers

CRM data benefits
  • Insight. Build a comprehensive view of your prospects.
  • Relevant. Use customer data to create truly relevant content.
  • Targeted. Target more effectively with triggered contextual messages.
  • Sales.  Give your team the data they need to win more deals.
  • ROI. Deliver sensational returns with a data-driven marketing strategy.

Raw data

Eliminate the manual labor of data uploads

Data flows

Let your data sync seamlessly from your CRM into Engagement Cloud. Pull in marketing lists or campaigns automatically and record all engagements for teams to view and action.

Contact data

Nurture quality leads with valuable content based on contact data stored in your CRM: location, job role, industry, and much more.

CRM data flowsCRM contact data

Customer insight

Contextualize every touchpoint in the customer journey

Customer activity

Power your sales team with contact-level insight such as email opens, clicks, and form submissions. Align your efforts across departments so you can close bigger deals more swiftly.

Web behavior tracking

Harvest online activity to trigger highly targeted messages in real-time. Perhaps your lead half-filled out a demo request but didn’t submit it? Send them a reminder, or alert your sales representative in CRM.

Trigger workflows

Leverage the valuable data that flows between your CRM and Engagement Cloud. Build workflows so that when your CRM is alerted of a customer's action, it triggers a task for a team member to follow-up.

Customer activityWeb behaviour trackingTriggering workflows using CRM data

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Audience segmentation

Deliver the right message to every CRM contact

Contact scoring

Filter leads into different engagement categories based on email opens, form submissions, or page views. Enroll engaged contacts onto a nurture program dotted with timely, relevant messages and keep them keen.

Sharpen your segments

Filter your audiences into highly defined segments using contact data, lead scoring, and web behavior. Then, target them with the right message on their preferred channel.

Contact scoringSharpen your segments


Check out our hottest content drops for CRM

Nurturing leads: the secret is in CRM

Nurturing leads: the secret is in CRM

CRM: the secret to effective prospecting.

Combining the power of your CRM & ESP

Combining the power of your CRM & ESP

10 B2B email automation programs.

Navigating the 5 stages of marketing automation

Navigating the 5 stages of marketing automation

Get tips to fly through the major automation milestones.


Engagement Cloud benefits at a glance

  • Design stylish emails effortlessly with our drag-and-drop tool
  • Leverage our automation tool to create multichannel lifecycle programs
  • Unlock customer engagement with SMS messaging
  • Synchronize data seamlessly from your CRM or ecommerce store
  • Use insight to craft relevant content and create powerful segments
  • Maximize sales and ROI with data-driven messages
  • Trigger push messages and re-targeting ads for extended brand reach
  • Harness AI to send personalized product recommendations

Learn more about CRM in Engagement Cloud

Watch a quick demo

Discover the data-driven features that will empower your teams to engage customers at scale.