Features & Benefits
PRM Software Integrations
Most PRMs have integrations with Salesforce or Hubspot, with a few more adding MS Dynamics, Pipedrive, Zoho, etc. But the Chanimal Partner Portal integrates with over 300 applications! Plus, over 3,000 more with Zapier.
Many are built-in, others are free add-ons, and others are paid 3rd party options (often as low as $10 – $39). Following are a few of the popular integrations to connect your portal content to your preferred systems:
How easy are the Integrations?
Some of the integrations are built-in, included, and pre-set (often only requiring a checkbox and everything works). Others are part of the form plug-in. Some are included in the core portal system (includes the primary license). The less common integrations may require an upgrade (often as little as $59).
Some integrations are free and supplied by the integrating applications (CRM, email, Marketing Automation, etc.). Some are integrations using a 3rd party plug-in–such as CRMPerks (as little as $39 – $119). And some require a license via Zapier (although some companies already have a license).
If needed, some may require a custom developer. This is usually for a much more involved project. Chanimal has development capabilities, but these are extra (and have only been needed one time). WordPress also has thousands of developers that can help with integration–many are on Fivrr and other discount development sites.
What role does Chanimal play?
All form data sits in a MySQL database used by the Forms application. Most of the integrations are between the forms (the main input/output of partner interaction) and the external application (CRM, eCommerce, Marketing Automation, etc.)
The forms integrate with the plug-ins available for the apps and require that we map the fields from the form to the fields in the application. This is simple enough that most companies have done this integration internally within 12-20 minutes (usually requires the administrator of the CRM who knows how it was set up, etc.).
Others were assisted by Chanimal–but it was still fairly easy mapping of fields. Chanimal includes up to 10 hours of help which is usually sufficient to help install, customize, help integrate and train.
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