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How Integrating Drupal With CRM Can Enhance Your Customers’ Experience

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Integrating CRM into web technology has come as a turning point in business process automation. Well, enterprises can now easily evaluate and manage their contacts, existing clients, and leads or prospects generated through the marketing campaigns on social media platforms without any nuisance.

 

Drupal integrates seamlessly with third-party applications catering to varied verticals and industries, making it a perfect building block to create a robust functional system

 

Given the fact that Drupal integrates seamlessly with third-party applications and systems catering to varied verticals and industries, it accounts for a perfect building block to create a robust functional system.

 

Drupal when integrated with CRM, makes an apt solution for handling colossal user and content databases

 

Drupal when integrated with CRM, makes an apt solution for handling colossal user and content databases. And all this comes to reality because of Drupal’s highly modular and scalable architecture. However, the best part of it is that it gives substantial operational efficiency through marketing automation.

This blog will elucidate some of the best enterprise-level CRM integration for your Drupal website and its modules and distributions that will help you create a robust CRM strategy for your business.

Benefits Of Drupal and CRM Integration

There are several benefits of integrating Drupal site with a third-party CRM solution. The most obvious ones to native CRM in Drupal comprises of-

 

CRM interfaces can easily leverage Drupal’s growing suite of mobile and responsive tools and themes. 

 

  1. The ability to utilize CRM data as content, or the ability to showcase aggregate CRM data on the website.
  2. More chances to integrate CRM data with Drupal dedicated tools- such as data visualization tools, geo-mapping tools, etc.
  3. Reduced staff training costs- as the staff doesn’t need to get trained on multiple platforms.
  4. A considerable amount of reduction in technical risk as all the tools will rely on a single, Drupal framework.
  5. Potential reductions in hosting and IT costs.
  6. The ability to customize your CRM solution up to 360 degrees.
  7. Users or site visitors registering for events, making donations or payments, or engaging in other website transactions are ensured a more seamless and interface-friendly experience.
  8. CRM interfaces can easily leverage Drupal’s growing suite of mobile and responsive tools and themes. 
  9. Tracks competitors and manages every opportunity through various built-in tools. Faster response to any client that enquires about services or products to show them you care about their business.
  10. Proficiency in managing complex engagement scoring or engagement analytics.

Modules and Distributions For Integration

There are a plethora of modules and distributions in Drupal that one can leverage and integrate with third-party tools and CRM. Take a look-

1. Webform CiviCRM Integration (CiviCRM)

Various features available in CiviCRM
This module lets you receive the data input in the specific format you want. You can also create & update contacts, sign-up forms, opt-in forms, tags, relationships, cases, and membership & contributions forms via these robust and user-friendly webforms that incorporate effortlessly into your Drupal website.

Its other features include-

  • Auto fillup of forms for already signed in users or anonymous users following a personalized link from CiviMail.
  • Use CiviCRM contact data to showcase customized messages, emails or set access restrictions to the form.
  • Approve credit-card payments for events, memberships, and contributions.

Available for - Drupal 7 | Covered by Security Advisory

2.  RedHen CRM

RedHen is a flexible and light-weight Drupal-native CRM that manages information about contacts, organizations, and their relationships with each other

RedHen is a flexible and light-weight Drupal-native CRM that manages information about contacts, organizations, and their relationships with each other. It comprises of an automated filter in the UI to let you filter by any field you add to contact, and a smart find-and-dedupe interface to keep contacts and the associated data spick and span.

It also provides engagement tracking, event registration integration, and customizable one-page donation forms. 

Available for - Drupal 7 | Covered by Security Advisory

3. Salesforce Suite

The Salesforce Suite enables the integration of Drupal and Salesforce, as a result of which, Drupal entities (for example, users, nodes, files) are synchronized with Salesforce objects (for example, contacts, organizations, opportunities). 

In addition to this, it also provides the ability of mapping tool that can push Drupal data to Salesforce as well as pull, or import Salesforce data into Drupal.

The changes can be made in real-time or independently in batches during cron run.

Available for - Drupal 8 | Covered by Security Advisory

Watch this video to find out more on the same-

4. Webform2Sugar (SugarCRM)

There are two modules that connect to SugarCRM from Drupal. They are

  1. Drupal to Sugar
  2. Webform2Sugar

This module, however, in itself is available only for - Drupal 7 and not covered by the security advisory

  1. Drupal to Sugar- 

The integration of Drupal and SugarCRM at webforms level results into a more powerful business solution, where an innate GUI is integrated with these both in the admin section

The integration of Drupal and SugarCRM at webforms level results into a more powerful business solution, where an innate GUI is readily integrated with these both in the admin section, to provide a more intimate mapping of modules and related fields without the need for any custom coding.

However, in case you have a multi-page webform, this module won’t function as required.

Available for - Drupal 7 | Covered by Security Advisory

B. Webform2Sugar:

This user-friendly module works fine even if you have a multi-page webform. Similar to that of Drupal to SugarCRM, the mapping of the fields can be done directly from the admin UI. It can also capture webform results as a new lead in SugarCRM.

Available for - Drupal 7 | Not Covered by Security Advisory

5.  Zoho CRM

Zoho CRM suite of modules ensures integration of Drupal with Zoho CRM. It ensures streamlining of Drupal objects (users, nodes, Ubercart orders) with Zoho CRM modules (Contacts, Accounts, Potentials, etc) to enable easy exchange of data from both ends. 

It also defines the mapping between fields in the Drupal object and Zoho CRM module to send and receive data.

Available for - Drupal 7 | Not Covered by Security Advisory

6.  CRM Core

With this module, you can manage contacts, activities, and relationships in your Drupal website. It also provides immense support to these entities and integrates several tools to make it easier for further support on the website.

It's features include-

  1. User sync allows contacts to be linked with user accounts.
  2. Match provides support for duplicate records
  3. Offers central repository for reports
  4. Allows administrators to handle the UI for managing contacts.

Available for - Drupal 7 | Covered by Security Advisory


7. Leadsquared Integration

The Leadsquared CRM module integrates with the Drupal form to capture the leads. The leads are captured majorly during:

  • Registration
  • Form Submit
  • After publishing/payment/update of content

Available for - Drupal 7 | Not Covered by Security Advisory

8. Pardot integration

Pardot facilitates the marketing and sales department to create, deploy, and manage online marketing campaigns that can increase ROI and maximize efficiency

Pardot provides a software-as-a-service marketing automation application to facilitate the marketing and sales department to create, deploy, and manage online marketing campaigns that can increase ROI and maximize efficiency. It features certified CRM integrations with salesforce.com, NetSuite, Microsoft Dynamics CRM, and SugarCRM, to empower marketers with lead nurturing, lead scoring, and ROI reporting for creating and qualifying sales leads, contracting sales cycles and displaying marketing accountability.

Available for - Drupal 7 | Covered by Security Advisory

9. Freshchat

This module helps you in engaging your site visitors and users to improve sales, gather feedback, and provide support.

Features include-

  • Uses bot for the quick response

Engage dynamically with users through contextual and timely messages. The bot helps in capturing leads, validating and qualifying responses, and auto-uploading them into your CRM. Customize bot messages to deliver the right experience.

  • Fetches more info to improve sales

With details available such as events timeline, user information, and social profiles, know what your visitors are up to. Fetches more info from external tools like CRM or order management systems for more relevancy.

  • Retain customers

Setup in-app campaigns to get users, new users, onboard, retain old ones and re-engage lapsing customers. Send announcements, get feedback, and share product best practices inside the product to bridge the gap and maximize the impact.

Available for - Drupal 8 | Not Covered by Security Advisory

10. SnapEngage

Increase engagement with your visitors and improve your conversion rate to convert visitors and potential leads into customers

It is a straight-forward and streamlined live chat service. Increase engagement with your visitors and improve your conversion rate to convert visitors and potential leads into customers. Live chat with your visitors from your favorite instant messenger or mobile device and easily integrate with your existing CRM or Helpdesk solution.

Available for - Drupal 7 | Covered by Security Advisory

11. Optify

Optify offers a digital marketing software suite to easily create and manage several lead generation programs, nurture prospects, prioritize the best-performing programs and align the reporting of client results-just from one login.

In addition to this, it comprises of integrated SEO, email marketing, landing pages, lead intelligence and nurturing, contact management and seamless integration with Drupal.

Available for - Drupal 7 | Covered by Security Advisory

12. Vtiger CRM

vtiger written  inside box with two way arrow
                                                                Source: Drupal.org

Vtiger CRM comprises of three separate modules, each having distinct functionality. Let’s find out more on this-

  1. Vtiger CRM

This is the base module that provides forms for manipulating settings essential to connect with Vtiger CRM, along with the synchronization page and the VtigerCrmApi class with methods.

2. Vtiger Entity

It provides functionality that allows transferring any fieldable Drupal entity to any Vtiger CRM entity.

3. Vtiger Webform 

This module provides a similar field-mapping UI to specify mappings between Webform components and Vtiger CRM modules. A new Vtiger record is created every time upon the submission of the Webform.

Available for - Drupal 7 | Covered by Security Advisory

13. Re:plain

Re:plain written inside the box                                                                         Source: Drupal.org

It is a flexible and scalable module as it lets you add those functions only that you need as per your business requirements

Re: plain makes communication simpler by providing you with your messenger from where you can directly chat with customers instantly. It is a flexible and scalable module as it lets you add those functions only that you need as per your business requirements. As a result, you can see a significant boost in your and your customers’ revenue.

Its features include-

1. Unlimited Operators

An unlimited number of people can respond to clients with the further option of transferring clients between operators.

2. Template answers

Insert and utilize answers to a similar type of question to save time.

3. Scheduling

Set this module to off or on mode automatically as per your working hours.

4. Integration With Google Analytics

Send data directly to Google Analytics for deep insights.

5. Banners

Use this feature to announce a sale, promote a new service, or just draw your clients’ attention to an FAQ section.

6. Custom Forms

Collect your visitors’ information in customized forms. You can also customize the fields as per your requirement.

7. Video Welcome

Increase the engagement of users by creating and uploading a video on YouTube and setting this link under the Video welcome feature.

8. Active Invitation

Specify the time when you want your visitors to see the welcome message.

9. Relevancy

Integrate it with your mobile applications, CRM, support services, and ERP to leverage the data insights it offers. It will assist in tapping the potential customers at the right time and thus, increasing the overall ROI.

Available for - Drupal 8 | Not Covered by Security Advisory

Final words

If your organization can integrate and deploy Drupal with any of the above-listed CRMs, there are no second thoughts that your organization will enjoy streamlined and optimized business processes in the long term. Consequently, it will strengthen sales and also make the whole process much more effective and capability-driven.

That said, Drupal installations are all unique because of the different modules and customizations that they use, so integration has to be set up differently by an expert.

Every integration module is not ready-to-use, so special care must be taken to ensure compatibility and effectiveness. 

Srijan has a vast experience as well as skills that require integration of Drupal with CRM applications. It has helped its clients in building a reliable CRM strategy. Contact us now! 

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